+916.9%
VZ vs HUBB
+146,154.7%
-145,237.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.8% |
| YTD | +20.6% | +0.3% | +20.3% | +20.5% |
| 1Y | +22.7% | -3.3% | +26.1% | +22.7% |
| 3Y | +57.2% | +61.0% | -3.8% | +56.5% |
| 5Y | +21.4% | +128.5% | -107.1% | +20.4% |
| 10Y | +65.5% | +398.9% | -333.4% | +63.2% |
| All | +916.9% | +146,154.7% | -145,237.8% | +874.6% |
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 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