+36.0%
HBAN vs VSH
+64.5%
-28.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +0.9% |
| 7D | -1.9% | +3.1% | -5.0% | -2.8% |
| 30D | -5.9% | -5.7% | -0.1% | -4.5% |
| 3M | +0.2% | -42.5% | +42.7% | +13.9% |
| 6M | +6.6% | +82.7% | -76.0% | -23.1% |
| YTD | -1.7% | +118.2% | -119.9% | -34.5% |
| 1Y | -1.7% | +109.7% | -111.4% | -34.3% |
| 3Y | +74.9% | +35.3% | +39.6% | +34.9% |
| 5Y | +36.0% | +65.6% | -29.6% | -8.2% |
| All | +36.0% | +64.5% | -28.5% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling