+911.8%
VLO vs HON
+136.7%
+775.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.1% |
| 7D | +4.0% | -2.6% | +6.6% | +6.0% |
| 30D | +19.0% | -11.9% | +30.9% | +30.4% |
| 3M | +50.0% | -6.1% | +56.1% | +52.4% |
| 6M | +79.1% | -19.2% | +98.3% | +101.0% |
| YTD | +140.3% | +0.2% | +140.1% | +122.9% |
| 1Y | +148.3% | -1.5% | +149.8% | +132.1% |
| 3Y | +194.6% | +17.9% | +176.7% | +125.1% |
| 5Y | +609.6% | +1.9% | +607.6% | +502.4% |
| All | +911.8% | +136.7% | +775.1% | +377.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling