+65.9%
HBAN vs VO
+814.4%
-748.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.4% |
| 7D | -1.5% | -0.6% | -0.9% | -0.7% |
| 30D | -5.5% | -1.9% | -3.6% | -2.9% |
| 3M | -0.2% | +3.3% | -3.5% | -4.7% |
| 6M | +5.2% | +9.7% | -4.5% | -7.8% |
| YTD | -2.3% | +12.6% | -14.9% | -17.4% |
| 1Y | -2.2% | +13.6% | -15.8% | -18.4% |
| 3Y | +73.8% | +56.8% | +17.0% | -6.5% |
| 5Y | +35.2% | +42.3% | -7.0% | -18.2% |
| 10Y | +155.4% | +199.2% | -43.8% | -48.6% |
| All | +65.9% | +814.4% | -748.4% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling