+766.9%
VST vs HBAN
+36.6%
+730.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.2% |
| 7D | +9.9% | +2.1% | +7.8% | +9.0% |
| 30D | +7.9% | -4.5% | +12.4% | +9.7% |
| 3M | +3.4% | +2.6% | +0.9% | +2.1% |
| 6M | -4.1% | +4.7% | -8.8% | -6.2% |
| YTD | -5.7% | -1.5% | -4.2% | -6.4% |
| 1Y | -18.9% | -1.9% | -17.0% | -19.6% |
| 3Y | +359.1% | +75.2% | +283.9% | +278.1% |
| 5Y | +766.9% | +37.2% | +729.7% | +650.4% |
| All | +766.9% | +36.6% | +730.3% | +650.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling