+132.3%
HON vs VTV
+234.5%
-102.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.7% |
| 7D | -3.5% | -1.1% | -2.4% | -2.3% |
| 30D | -13.8% | -1.0% | -12.7% | -12.8% |
| 3M | -11.7% | +4.6% | -16.3% | -15.9% |
| 6M | -18.7% | +13.5% | -32.2% | -29.1% |
| YTD | +0.2% | +18.5% | -18.3% | -16.5% |
| 1Y | -3.1% | +22.9% | -25.9% | -22.4% |
| 3Y | +17.0% | +67.8% | -50.9% | -33.4% |
| 5Y | +2.0% | +81.8% | -79.8% | -46.8% |
| All | +132.3% | +234.5% | -102.2% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling