+13.1%
HON vs VMC
+3.7%
+9.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +0.4% |
| 7D | +4.2% | +12.3% | -8.1% | +0.1% |
| 30D | +6.7% | +21.2% | -14.5% | -0.3% |
| 3M | -7.9% | +4.6% | -12.5% | -9.3% |
| 6M | +4.8% | +3.9% | +1.0% | +3.6% |
| YTD | +13.2% | +5.0% | +8.2% | +9.9% |
| 1Y | +13.1% | +2.6% | +10.4% | +10.2% |
| All | +13.1% | +3.7% | +9.4% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling