+21.4%
VZ vs HUBB
+129.4%
-108.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.8% |
| 7D | +2.2% | +1.8% | +0.4% | +2.2% |
| 30D | +10.6% | -6.9% | +17.5% | +10.6% |
| 3M | -0.6% | -13.8% | +13.2% | -0.5% |
| 6M | +0.7% | -9.8% | +10.6% | +0.7% |
| YTD | +20.6% | +0.3% | +20.3% | +19.7% |
| 1Y | +22.7% | -3.3% | +26.1% | +22.0% |
| 3Y | +57.2% | +61.0% | -3.8% | +46.5% |
| 5Y | +21.4% | +128.5% | -107.1% | +4.3% |
| All | +21.4% | +129.4% | -108.1% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling