+812.9%
VOO vs HBAN
+391.0%
+421.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -2.0% | -1.9% | 0.0% | -1.3% |
| 30D | -1.7% | -5.9% | +4.2% | +0.3% |
| 3M | +4.7% | +0.2% | +4.5% | +4.4% |
| 6M | +12.6% | +6.6% | +5.9% | +9.7% |
| YTD | +11.8% | -1.7% | +13.5% | +11.4% |
| 1Y | +17.5% | -1.7% | +19.3% | +16.9% |
| 3Y | +77.0% | +74.9% | +2.1% | +41.8% |
| 5Y | +82.6% | +36.0% | +46.6% | +55.1% |
| 10Y | +320.0% | +156.9% | +163.1% | +158.3% |
| All | +812.9% | +391.0% | +421.9% | +311.9% |
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