+36.0%
HBAN vs VO
+40.2%
-4.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.7% |
| 7D | -1.9% | -2.5% | +0.6% | +1.0% |
| 30D | -5.9% | -3.2% | -2.6% | -2.2% |
| 3M | +0.2% | +3.9% | -3.7% | -4.1% |
| 6M | +6.6% | +9.6% | -3.0% | -4.2% |
| YTD | -1.7% | +11.6% | -13.3% | -13.4% |
| 1Y | -1.7% | +12.6% | -14.3% | -14.3% |
| 3Y | +74.9% | +55.4% | +19.5% | +8.9% |
| 5Y | +36.0% | +41.8% | -5.9% | -7.7% |
| All | +36.0% | +40.2% | -4.2% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling