+924.9%
VLO vs HBAN
+163.4%
+761.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.8% |
| 7D | +5.3% | -1.0% | +6.3% | +5.9% |
| 30D | +18.2% | -5.6% | +23.8% | +22.3% |
| 3M | +53.3% | -1.1% | +54.5% | +53.6% |
| 6M | +70.4% | +9.9% | +60.6% | +57.5% |
| YTD | +143.4% | -0.9% | +144.3% | +138.8% |
| 1Y | +153.0% | -1.4% | +154.4% | +147.3% |
| 3Y | +195.0% | +78.2% | +116.7% | +87.6% |
| 5Y | +618.8% | +37.0% | +581.8% | +409.3% |
| All | +924.9% | +163.4% | +761.4% | +332.5% |
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