+99.7%
HBAN vs VT
+222.7%
-123.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +0.8% | +2.9% | -2.1% | -2.7% |
| 30D | +3.2% | -2.5% | +5.7% | +6.3% |
| 3M | -11.1% | -3.3% | -7.7% | -7.5% |
| 6M | +1.2% | +1.5% | -0.3% | -1.3% |
| YTD | -6.7% | +11.4% | -18.0% | -19.1% |
| 1Y | +2.4% | +11.9% | -9.5% | -11.8% |
| 3Y | +73.3% | +73.9% | -0.6% | -13.2% |
| 5Y | +20.7% | +57.9% | -37.1% | -31.1% |
| All | +99.7% | +222.7% | -123.0% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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