+155.3%
HBAN vs VTV
+234.5%
-79.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.3% |
| 7D | -1.0% | -1.1% | +0.1% | +0.6% |
| 30D | -5.6% | -1.0% | -4.6% | -4.1% |
| 3M | -1.1% | +4.6% | -5.8% | -7.6% |
| 6M | +9.9% | +13.5% | -3.6% | -8.9% |
| YTD | -0.9% | +18.5% | -19.4% | -22.9% |
| 1Y | -1.4% | +22.9% | -24.3% | -27.2% |
| 3Y | +78.2% | +67.8% | +10.4% | -15.1% |
| 5Y | +37.0% | +81.8% | -44.8% | -40.7% |
| All | +155.3% | +234.5% | -79.2% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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