+715.8%
VTV vs HUBB
+1,837.6%
-1,121.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.6% |
| 7D | -0.7% | +1.1% | -1.7% | -1.2% |
| 30D | -0.5% | -9.6% | +9.1% | +3.8% |
| 3M | +5.3% | -6.2% | +11.5% | +7.3% |
| 6M | +12.9% | -6.2% | +19.0% | +14.1% |
| YTD | +18.5% | +3.4% | +15.1% | +14.3% |
| 1Y | +25.3% | +5.3% | +20.0% | +19.1% |
| 3Y | +68.2% | +44.4% | +23.8% | +32.3% |
| 5Y | +80.6% | +152.4% | -71.7% | +5.0% |
| 10Y | +232.9% | +437.0% | -204.1% | +27.3% |
| All | +715.8% | +1,837.6% | -1,121.8% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling