+2,486.9%
VRT vs HBAN
+56.8%
+2,430.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.3% |
| 7D | -8.4% | -1.0% | -7.4% | -8.0% |
| 30D | -10.9% | -5.6% | -5.3% | -8.6% |
| 3M | -13.7% | -1.1% | -12.5% | -13.4% |
| 6M | -4.1% | +9.9% | -14.0% | -8.1% |
| YTD | +58.7% | -0.9% | +59.7% | +57.5% |
| 1Y | +89.6% | -1.4% | +91.0% | +87.4% |
| 3Y | +558.1% | +78.2% | +479.9% | +405.9% |
| 5Y | +953.0% | +37.0% | +915.9% | +795.2% |
| All | +2,486.9% | +56.8% | +2,430.0% | +1,643.7% |
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