+78.2%
HBAN vs VCLT
+11.4%
+66.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -1.0% | -1.4% | +0.4% | -0.1% |
| 30D | -5.6% | -1.2% | -4.4% | -4.9% |
| 3M | -1.1% | -4.8% | +3.6% | +2.0% |
| 6M | +9.9% | -2.6% | +12.5% | +11.8% |
| YTD | -0.9% | -3.3% | +2.4% | +1.2% |
| 1Y | -1.4% | -4.8% | +3.4% | +1.6% |
| 3Y | +78.2% | +11.5% | +66.7% | +61.0% |
| All | +78.2% | +11.4% | +66.9% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling