+81.6%
HBAN vs VLTO
+57.1%
+24.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | -1.1% | +1.5% | -2.6% | -1.7% |
| 30D | +3.1% | +20.9% | -17.8% | -4.3% |
| 3M | -9.8% | +21.4% | -31.1% | -16.5% |
| 6M | +1.4% | +37.6% | -36.2% | -11.4% |
| YTD | -5.8% | +19.5% | -25.3% | -12.4% |
| 1Y | +4.2% | +22.0% | -17.8% | -4.4% |
| 3Y | +74.9% | +70.7% | +4.2% | +40.8% |
| All | +81.6% | +57.1% | +24.6% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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