+35.1%
HON vs VLTO
+56.1%
-21.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +3.8% |
| 7D | +2.3% | +2.0% | +0.3% | +1.8% |
| 30D | +10.2% | +21.8% | -11.6% | +4.0% |
| 3M | -6.7% | +20.2% | -26.9% | -11.7% |
| 6M | +3.3% | +36.3% | -33.0% | -6.2% |
| YTD | +13.4% | +18.8% | -5.4% | +7.5% |
| 1Y | +14.7% | +20.4% | -5.7% | +8.0% |
| 3Y | +33.4% | +71.9% | -38.5% | +15.3% |
| All | +35.1% | +56.1% | -21.1% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling