+1,003.3%
HON vs VTR
+1,492.6%
-489.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | -0.8% | -2.4% | +1.6% | -0.3% |
| 30D | -15.2% | -3.7% | -11.4% | -14.4% |
| 3M | -6.0% | +13.5% | -19.5% | -9.1% |
| 6M | -14.9% | +7.2% | -22.1% | -16.6% |
| YTD | +3.2% | +17.6% | -14.4% | -1.2% |
| 1Y | 0.0% | +35.4% | -35.4% | -7.7% |
| 3Y | +21.5% | +132.8% | -111.4% | -2.8% |
| 5Y | +4.0% | +88.7% | -84.6% | -13.4% |
| 10Y | +138.4% | +87.6% | +50.7% | +84.2% |
| All | +1,003.3% | +1,492.6% | -489.4% | +532.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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