+78.2%
HBAN vs VO
+55.8%
+22.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.3% |
| 7D | -1.0% | -1.5% | +0.5% | +1.0% |
| 30D | -5.6% | -3.0% | -2.6% | -1.6% |
| 3M | -1.1% | +2.8% | -4.0% | -4.9% |
| 6M | +9.9% | +10.9% | -1.1% | -4.7% |
| YTD | -0.9% | +12.5% | -13.4% | -15.7% |
| 1Y | -1.4% | +12.0% | -13.4% | -15.6% |
| 3Y | +78.2% | +56.3% | +21.9% | -6.7% |
| All | +78.2% | +55.8% | +22.4% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling