+1,058.9%
VST vs HBAN
+142.2%
+916.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -6.0% | -0.1% | -5.9% | -6.0% |
| 30D | -18.8% | +3.4% | -22.2% | -19.8% |
| 3M | -8.0% | -9.1% | +1.1% | -4.9% |
| 6M | -10.9% | +0.1% | -11.1% | -11.4% |
| YTD | -18.3% | -6.0% | -12.3% | -17.5% |
| 1Y | -29.9% | +4.0% | -34.0% | -32.1% |
| 3Y | +290.3% | +74.5% | +215.8% | +213.3% |
| 5Y | +635.3% | +24.3% | +611.0% | +544.0% |
| 10Y | +1,162.4% | +107.3% | +1,055.0% | +754.9% |
| All | +1,058.9% | +142.2% | +916.8% | +669.4% |
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 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