+609.6%
VLO vs HBAN
+35.4%
+574.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | +4.0% | -1.9% | +5.9% | +4.7% |
| 30D | +19.0% | -5.9% | +24.8% | +21.7% |
| 3M | +50.0% | +0.2% | +49.7% | +49.3% |
| 6M | +79.1% | +6.6% | +72.5% | +72.4% |
| YTD | +140.3% | -1.7% | +142.0% | +138.9% |
| 1Y | +148.3% | -1.7% | +150.0% | +145.9% |
| 3Y | +194.6% | +74.9% | +119.7% | +127.4% |
| 5Y | +609.6% | +36.0% | +573.6% | +475.1% |
| All | +609.6% | +35.4% | +574.2% | +475.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling