+362.9%
HBAN vs VT
+346.0%
+16.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | -2.0% | -2.3% | +0.4% | +1.1% |
| 30D | +2.0% | -5.0% | +6.9% | +9.2% |
| 3M | -10.0% | -4.9% | -5.1% | -3.8% |
| 6M | -5.3% | -1.5% | -3.7% | -4.0% |
| YTD | -8.2% | +8.5% | -16.7% | -19.2% |
| 1Y | +4.2% | +11.4% | -7.2% | -11.7% |
| 3Y | +66.7% | +70.1% | -3.4% | -21.9% |
| 5Y | +21.7% | +53.7% | -32.0% | -34.3% |
| 10Y | +131.2% | +220.0% | -88.8% | -56.6% |
| All | +362.9% | +346.0% | +16.9% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling