+20.9%
HON vs VLTO
+25.1%
-4.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.3% |
| 7D | -0.6% | -2.6% | +2.0% | +0.2% |
| 30D | -15.4% | -2.5% | -12.9% | -14.8% |
| 3M | -9.1% | +10.1% | -19.2% | -12.1% |
| 6M | -17.1% | +1.0% | -18.1% | -17.6% |
| YTD | +1.5% | -4.8% | +6.3% | +2.7% |
| 1Y | -1.3% | -9.3% | +8.0% | +1.6% |
| All | +20.9% | +25.1% | -4.2% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling