+584.7%
HON vs VT
+374.2%
+210.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -3.6% | +0.4% | -4.0% | -4.0% |
| 30D | -15.3% | +1.0% | -16.2% | -16.0% |
| 3M | -7.9% | +2.4% | -10.3% | -10.0% |
| 6M | -18.1% | +12.0% | -30.1% | -26.6% |
| YTD | +3.8% | +15.3% | -11.5% | -9.6% |
| 1Y | +0.5% | +22.6% | -22.1% | -17.7% |
| 3Y | +19.8% | +74.7% | -54.9% | -30.8% |
| 5Y | +2.9% | +66.1% | -63.2% | -38.1% |
| 10Y | +134.6% | +225.0% | -90.4% | -25.4% |
| All | +584.7% | +374.2% | +210.5% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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