+775.4%
HBAN vs VSH
+1,656.4%
-881.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.3% |
| 7D | +2.1% | +6.2% | -4.1% | +0.3% |
| 30D | -4.5% | -11.1% | +6.6% | -1.5% |
| 3M | +2.6% | -44.9% | +47.5% | +17.7% |
| 6M | +4.7% | +90.0% | -85.2% | -18.8% |
| YTD | -1.5% | +118.8% | -120.3% | -27.2% |
| 1Y | -1.9% | +109.0% | -110.9% | -27.1% |
| 3Y | +75.2% | +35.6% | +39.6% | +43.0% |
| 5Y | +37.2% | +66.7% | -29.5% | +4.3% |
| 10Y | +156.6% | +167.9% | -11.4% | +69.1% |
| All | +775.4% | +1,656.4% | -881.0% | +228.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling