+28.0%
HON vs VLTO
+70.6%
-42.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.3% |
| 7D | +1.4% | +1.0% | +0.4% | +1.1% |
| 30D | +7.5% | +17.5% | -10.0% | +2.4% |
| 3M | -4.3% | +21.4% | -25.7% | -9.9% |
| 6M | -1.5% | +38.1% | -39.7% | -11.3% |
| YTD | +10.5% | +19.0% | -8.5% | +4.6% |
| 1Y | +8.5% | +20.7% | -12.1% | +2.0% |
| 3Y | +28.0% | +64.3% | -36.2% | +13.3% |
| All | +28.0% | +70.6% | -42.6% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling