+37,066.7%
VLO vs HBAN
+780.9%
+36,285.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.6% | +4.9% | +3.7% |
| 7D | +5.8% | +2.1% | +3.7% | +5.2% |
| 30D | +28.3% | -4.5% | +32.8% | +29.9% |
| 3M | +48.7% | +2.6% | +46.2% | +47.4% |
| 6M | +71.9% | +4.7% | +67.2% | +68.6% |
| YTD | +138.7% | -1.5% | +140.2% | +137.7% |
| 1Y | +148.5% | -1.9% | +150.4% | +147.1% |
| 3Y | +192.7% | +75.2% | +117.5% | +147.8% |
| 5Y | +601.6% | +37.2% | +564.4% | +524.9% |
| 10Y | +900.2% | +156.6% | +743.6% | +682.2% |
| All | +37,066.7% | +780.9% | +36,285.7% | +17,502.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling