+29.8%
HON vs VLTO
+54.8%
-25.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | +0.8% | +5.4% | -4.6% | -0.7% |
| 30D | +5.7% | +22.3% | -16.6% | -0.4% |
| 3M | -8.3% | +19.6% | -27.9% | -13.1% |
| 6M | -2.4% | +35.2% | -37.6% | -11.2% |
| YTD | +9.0% | +17.9% | -8.9% | +3.5% |
| 1Y | +9.2% | +19.5% | -10.3% | +3.0% |
| 3Y | +26.3% | +73.9% | -47.6% | +8.9% |
| All | +29.8% | +54.8% | -25.1% | +15.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling