+899.8%
HON vs VTV
+712.5%
+187.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | -0.6% | -0.7% | +0.1% | +0.1% |
| 30D | -15.4% | -0.5% | -14.9% | -15.0% |
| 3M | -9.1% | +5.3% | -14.4% | -13.8% |
| 6M | -17.1% | +12.9% | -29.9% | -26.8% |
| YTD | +1.5% | +18.5% | -17.0% | -14.7% |
| 1Y | -1.3% | +25.3% | -26.6% | -21.9% |
| 3Y | +19.5% | +68.2% | -48.7% | -30.3% |
| 5Y | +3.1% | +80.6% | -77.6% | -44.2% |
| 10Y | +138.4% | +232.9% | -94.6% | -30.3% |
| All | +899.8% | +712.5% | +187.4% | +11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling