+156.7%
HBAN vs VTEB
+25.5%
+131.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -5.6% | -2.5% | -3.1% | -4.8% |
| 3M | -1.1% | -3.0% | +1.8% | -0.2% |
| 6M | +9.9% | -2.1% | +12.0% | +10.7% |
| YTD | -0.9% | -1.5% | +0.5% | -0.4% |
| 1Y | -1.4% | +0.2% | -1.6% | -1.3% |
| 3Y | +78.2% | +8.6% | +69.7% | +73.5% |
| 5Y | +37.0% | +1.2% | +35.8% | +36.1% |
| 10Y | +158.9% | +18.1% | +140.8% | +260.7% |
| All | +156.7% | +25.5% | +131.2% | +381.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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