+49.7%
HBAN vs VSXY
+37.5%
+12.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.3% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -5.6% | -18.7% | +13.1% | -2.6% |
| 3M | -1.1% | -4.0% | +2.8% | -1.3% |
| 6M | +9.9% | +67.5% | -57.6% | -3.2% |
| YTD | -0.9% | +39.7% | -40.6% | -10.1% |
| 1Y | -1.4% | +180.0% | -181.4% | -22.6% |
| 3Y | +78.2% | +337.3% | -259.1% | +17.5% |
| 5Y | +37.0% | +22.7% | +14.3% | +9.8% |
| All | +49.7% | +37.5% | +12.1% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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