+134.8%
HBAN vs VTR
+1,494.8%
-1,359.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -5.6% | +1.1% | -6.7% | -6.1% |
| 3M | -1.1% | +7.9% | -9.0% | -4.6% |
| 6M | +9.9% | +6.2% | +3.7% | +6.3% |
| YTD | -0.9% | +17.7% | -18.7% | -8.3% |
| 1Y | -1.4% | +32.9% | -34.3% | -13.4% |
| 3Y | +78.2% | +129.7% | -51.5% | +23.3% |
| 5Y | +37.0% | +89.3% | -52.3% | +0.6% |
| 10Y | +158.9% | +99.1% | +59.8% | +65.7% |
| All | +134.8% | +1,494.8% | -1,359.9% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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