+24.3%
VZ vs HUBB
+7.9%
+16.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.7% |
| 7D | +0.2% | +4.8% | -4.6% | +1.0% |
| 30D | +7.1% | -9.3% | +16.4% | +5.6% |
| 3M | +12.8% | -3.9% | +16.7% | +12.4% |
| 6M | +1.8% | -0.8% | +2.6% | +1.8% |
| YTD | +30.0% | +5.6% | +24.4% | +28.8% |
| 1Y | +24.3% | +7.7% | +16.6% | +22.6% |
| All | +24.3% | +7.9% | +16.4% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling