+297.8%
VTI vs HBAN
+163.4%
+134.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.9% | -1.0% | +0.1% | -0.6% |
| 30D | -1.4% | -5.6% | +4.2% | +0.4% |
| 3M | +3.6% | -1.1% | +4.7% | +3.8% |
| 6M | +13.6% | +9.9% | +3.7% | +9.6% |
| YTD | +12.9% | -0.9% | +13.9% | +12.3% |
| 1Y | +17.2% | -1.4% | +18.6% | +16.5% |
| 3Y | +75.7% | +78.2% | -2.5% | +40.7% |
| 5Y | +75.4% | +37.0% | +38.4% | +49.6% |
| All | +297.8% | +163.4% | +134.3% | +167.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling