+0.5%
HON vs VMC
-8.5%
+9.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.6% |
| 7D | -3.6% | -4.3% | +0.7% | -2.1% |
| 30D | -15.3% | -8.2% | -7.0% | -12.6% |
| 3M | -7.9% | -7.0% | -0.8% | -5.3% |
| 6M | -18.1% | -10.8% | -7.3% | -14.9% |
| YTD | +3.8% | -7.4% | +11.2% | +5.3% |
| 1Y | +0.5% | -9.5% | +10.0% | +3.3% |
| All | +0.5% | -8.5% | +9.0% | +3.3% |
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