+155.3%
HBAN vs VSH
+196.4%
-41.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.1% | -5.4% | -1.6% |
| 7D | -1.0% | +4.8% | -5.8% | -2.9% |
| 30D | -5.6% | -0.7% | -4.9% | -5.7% |
| 3M | -1.1% | -43.1% | +41.9% | +18.4% |
| 6M | +9.9% | +91.8% | -81.9% | -28.0% |
| YTD | -0.9% | +131.6% | -132.6% | -41.4% |
| 1Y | -1.4% | +118.1% | -119.5% | -40.9% |
| 3Y | +78.2% | +40.9% | +37.3% | +24.8% |
| 5Y | +37.0% | +75.8% | -38.7% | -18.2% |
| All | +155.3% | +196.4% | -41.1% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 10y: compounded portfolio wealth divided by compounded VSH 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…
10y analysis · Full analysis span regression · 6 months rolling