+64.4%
VZ vs HBAN
+154.3%
-89.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.2% |
| 7D | -1.0% | -1.5% | +0.5% | -0.7% |
| 30D | +5.8% | -5.5% | +11.3% | +6.6% |
| 3M | +10.5% | -0.2% | +10.7% | +10.5% |
| 6M | +1.8% | +5.2% | -3.4% | +0.8% |
| YTD | +28.3% | -2.3% | +30.6% | +28.2% |
| 1Y | +22.0% | -2.2% | +24.1% | +21.7% |
| 3Y | +81.8% | +73.8% | +8.0% | +63.0% |
| 5Y | +25.3% | +35.2% | -9.9% | +15.2% |
| 10Y | +64.4% | +155.4% | -91.0% | +36.7% |
| All | +64.4% | +154.3% | -89.9% | +36.7% |
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