+186.6%
HON vs VTEB
+25.1%
+161.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.7% |
| 7D | -2.6% | -1.2% | -1.4% | -1.6% |
| 30D | -11.9% | -2.9% | -9.0% | -9.6% |
| 3M | -6.1% | -3.2% | -2.9% | -3.5% |
| 6M | -19.2% | -2.6% | -16.6% | -17.3% |
| YTD | +0.2% | -1.8% | +2.0% | +1.9% |
| 1Y | -1.5% | +0.2% | -1.7% | -1.5% |
| 3Y | +17.9% | +8.2% | +9.7% | +10.3% |
| 5Y | +1.9% | +0.8% | +1.1% | +1.4% |
| 10Y | +135.2% | +17.7% | +117.5% | +153.8% |
| All | +186.6% | +25.1% | +161.6% | +268.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling