+573.1%
VRT vs HBAN
+71.9%
+501.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.2% |
| 7D | +2.4% | -1.5% | +3.9% | +3.2% |
| 30D | -2.7% | -5.5% | +2.8% | +0.1% |
| 3M | -9.2% | -0.2% | -8.9% | -9.3% |
| 6M | -0.5% | +5.2% | -5.7% | -3.3% |
| YTD | +62.3% | -2.3% | +64.6% | +60.9% |
| 1Y | +109.6% | -2.2% | +111.8% | +106.4% |
| All | +573.1% | +71.9% | +501.1% | +458.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling