+1,083.1%
VST vs HBAN
+143.4%
+939.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.9% | +4.4% | +6.2% |
| 7D | -0.5% | -0.6% | 0.0% | -0.3% |
| 30D | -17.1% | +3.9% | -21.0% | -18.3% |
| 3M | -4.6% | -8.4% | +3.8% | -1.6% |
| 6M | -9.1% | +0.6% | -9.7% | -9.7% |
| YTD | -16.6% | -5.5% | -11.1% | -15.9% |
| 1Y | -29.5% | +5.4% | -34.8% | -32.0% |
| 3Y | +297.5% | +76.7% | +220.8% | +217.6% |
| 5Y | +654.5% | +25.1% | +629.4% | +559.3% |
| 10Y | +1,205.2% | +121.5% | +1,083.7% | +774.8% |
| All | +1,083.1% | +143.4% | +939.7% | +684.0% |
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