+17.0%
HON vs VTRS
+84.5%
-67.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -3.5% | -2.2% | -1.3% | -3.0% |
| 30D | -13.8% | +3.3% | -17.1% | -14.4% |
| 3M | -11.7% | +2.0% | -13.7% | -12.1% |
| 6M | -18.7% | +19.9% | -38.7% | -21.9% |
| YTD | +0.2% | +35.7% | -35.5% | -6.2% |
| 1Y | -3.1% | +68.1% | -71.2% | -13.2% |
| 3Y | +17.0% | +87.1% | -70.1% | -2.9% |
| All | +17.0% | +84.5% | -67.5% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling