+48.2%
HBAN vs VNQ
+386.3%
-338.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.1% |
| 7D | -1.0% | -1.3% | +0.3% | +0.2% |
| 30D | -5.6% | -2.6% | -3.0% | -3.3% |
| 3M | -1.1% | -2.0% | +0.9% | +0.6% |
| 6M | +9.9% | +4.3% | +5.6% | +5.2% |
| YTD | -0.9% | +9.2% | -10.2% | -9.4% |
| 1Y | -1.4% | +5.6% | -7.0% | -6.8% |
| 3Y | +78.2% | +30.8% | +47.4% | +35.9% |
| 5Y | +37.0% | +8.0% | +29.0% | +23.4% |
| 10Y | +158.9% | +63.7% | +95.2% | +48.2% |
| All | +48.2% | +386.3% | -338.1% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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