+36.0%
HBAN vs VFC
-79.4%
+115.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.0% |
| 7D | -1.9% | -3.3% | +1.3% | -1.1% |
| 30D | -5.9% | -14.0% | +8.2% | -2.0% |
| 3M | +0.2% | -22.6% | +22.8% | +6.6% |
| 6M | +6.6% | -24.7% | +31.4% | +13.7% |
| YTD | -1.7% | -29.0% | +27.3% | +6.3% |
| 1Y | -1.7% | -13.8% | +12.1% | -0.1% |
| 3Y | +74.9% | -28.2% | +103.1% | +68.3% |
| 5Y | +36.0% | -79.0% | +115.0% | +112.7% |
| All | +36.0% | -79.4% | +115.4% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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