+990.1%
VZ vs HUBB
+152,497.4%
-151,507.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | +0.5% | -0.5% | +0.1% |
| 30D | +7.9% | -10.0% | +17.9% | +8.0% |
| 3M | +13.6% | -4.8% | +18.4% | +13.7% |
| 6M | +1.1% | -5.6% | +6.6% | +1.1% |
| YTD | +29.3% | +4.7% | +24.6% | +29.2% |
| 1Y | +21.2% | +6.7% | +14.6% | +21.1% |
| 3Y | +75.9% | +45.8% | +30.1% | +75.2% |
| 5Y | +24.1% | +145.9% | -121.8% | +23.1% |
| 10Y | +62.4% | +418.6% | -356.2% | +60.1% |
| All | +990.1% | +152,497.4% | -151,507.4% | +944.5% |
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