+1,216.9%
VST vs HBAN
+157.8%
+1,059.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +8.9% | +0.7% | +8.3% | +8.6% |
| 30D | +6.2% | -3.2% | +9.4% | +7.5% |
| 3M | -2.7% | +4.0% | -6.7% | -4.4% |
| 6M | -8.4% | +3.1% | -11.5% | -9.8% |
| YTD | -7.2% | 0.0% | -7.3% | -8.3% |
| 1Y | -20.9% | -1.2% | -19.7% | -21.8% |
| 3Y | +384.0% | +72.5% | +311.5% | +289.2% |
| 5Y | +757.1% | +39.3% | +717.8% | +618.8% |
| All | +1,216.9% | +157.8% | +1,059.0% | +755.5% |
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