+379.1%
V vs HBAN
+163.4%
+215.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | -1.2% | -1.0% | -0.2% | -0.9% |
| 30D | +3.1% | -5.6% | +8.7% | +5.0% |
| 3M | +16.3% | -1.1% | +17.5% | +16.5% |
| 6M | +20.4% | +9.9% | +10.5% | +16.0% |
| YTD | +6.3% | -0.9% | +7.2% | +5.7% |
| 1Y | +8.7% | -1.4% | +10.1% | +8.1% |
| 3Y | +53.3% | +78.2% | -24.9% | +21.8% |
| 5Y | +71.1% | +37.0% | +34.1% | +45.3% |
| All | +379.1% | +163.4% | +215.7% | +220.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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