+2,826.7%
VRT vs HBAN
+55.9%
+2,770.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.3% |
| 7D | +13.6% | +2.1% | +11.5% | +12.6% |
| 30D | +6.8% | -4.5% | +11.3% | +8.9% |
| 3M | -3.2% | +2.6% | -5.8% | -4.5% |
| 6M | +20.3% | +4.7% | +15.6% | +17.6% |
| YTD | +79.6% | -1.5% | +81.1% | +78.6% |
| 1Y | +139.0% | -1.9% | +140.9% | +136.6% |
| 3Y | +644.6% | +75.2% | +569.4% | +476.3% |
| 5Y | +1,024.4% | +37.2% | +987.2% | +856.0% |
| All | +2,826.7% | +55.9% | +2,770.8% | +1,877.3% |
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