+120.6%
VLO vs HON
+12.4%
+108.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.0% | -7.7% | -5.1% |
| 7D | -6.0% | +4.2% | -10.2% | -4.6% |
| 30D | -12.9% | +6.7% | -19.6% | -10.9% |
| 3M | +18.3% | -7.9% | +26.2% | +16.2% |
| 6M | +46.4% | +4.8% | +41.6% | +49.8% |
| YTD | +127.7% | +13.2% | +114.6% | +118.0% |
| 1Y | +120.6% | +13.1% | +107.6% | +111.5% |
| All | +120.6% | +12.4% | +108.2% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 1y: compounded portfolio wealth divided by compounded HON 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…
1y analysis · Full analysis span regression · 6 months rolling