+155.3%
HBAN vs VTRS
-48.4%
+203.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -1.0% | -2.2% | +1.2% | -0.2% |
| 30D | -5.6% | +3.3% | -8.9% | -6.7% |
| 3M | -1.1% | +2.0% | -3.1% | -2.2% |
| 6M | +9.9% | +19.9% | -10.1% | +2.1% |
| YTD | -0.9% | +35.7% | -36.7% | -12.6% |
| 1Y | -1.4% | +68.1% | -69.5% | -19.9% |
| 3Y | +78.2% | +87.1% | -8.9% | +34.7% |
| 5Y | +37.0% | +47.6% | -10.6% | +9.6% |
| All | +155.3% | -48.4% | +203.6% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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