+3.2%
HBAN vs VG
-38.0%
+41.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.7% |
| 7D | +2.1% | -2.5% | +4.6% | +2.2% |
| 30D | -4.5% | +11.1% | -15.6% | -5.1% |
| 3M | +2.6% | +14.9% | -12.3% | +1.4% |
| 6M | +4.7% | +18.4% | -13.6% | +2.0% |
| YTD | -1.5% | +116.6% | -118.1% | -10.9% |
| 1Y | -1.9% | +9.4% | -11.3% | -4.5% |
| All | +3.2% | -38.0% | +41.2% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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