+790.3%
VLO vs HON
+154.5%
+635.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +9.6% | +1.4% | +8.2% | +8.4% |
| 30D | -17.4% | +7.5% | -24.9% | -22.2% |
| 3M | +10.8% | -4.3% | +15.1% | +13.3% |
| 6M | +56.9% | -1.5% | +58.5% | +51.8% |
| YTD | +136.8% | +10.5% | +126.2% | +102.0% |
| 1Y | +120.7% | +8.5% | +112.1% | +90.8% |
| 3Y | +231.9% | +28.0% | +203.9% | +136.8% |
| 5Y | +479.0% | +12.0% | +467.0% | +354.0% |
| All | +790.3% | +154.5% | +635.8% | +261.8% |
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