+45.7%
HBAN vs VEU
+185.0%
-139.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +2.2% |
| 7D | -1.9% | -1.9% | 0.0% | +0.4% |
| 30D | -5.9% | -0.7% | -5.1% | -5.1% |
| 3M | +0.2% | +4.9% | -4.6% | -6.2% |
| 6M | +6.6% | +9.8% | -3.2% | -6.7% |
| YTD | -1.7% | +15.3% | -17.0% | -19.5% |
| 1Y | -1.7% | +23.0% | -24.7% | -25.9% |
| 3Y | +74.9% | +73.5% | +1.4% | -14.9% |
| 5Y | +36.0% | +54.5% | -18.5% | -23.5% |
| 10Y | +156.9% | +150.4% | +6.5% | -21.1% |
| All | +45.7% | +185.0% | -139.3% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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