+13.1%
HON vs VTEB
+0.4%
+12.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.5% | +1.3% |
| 7D | +4.2% | +0.9% | +3.3% | +2.8% |
| 30D | +6.7% | +3.7% | +3.0% | +0.9% |
| 3M | -7.9% | -0.8% | -7.1% | -4.7% |
| 6M | +4.8% | -0.9% | +5.7% | +9.2% |
| YTD | +13.2% | -0.1% | +13.3% | +17.2% |
| 1Y | +13.1% | +0.2% | +12.8% | +16.7% |
| All | +13.1% | +0.4% | +12.7% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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