+189.2%
VLO vs HON
+20.6%
+168.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.4% |
| 7D | +5.8% | -0.8% | +6.6% | +5.9% |
| 30D | +28.3% | -15.2% | +43.5% | +32.8% |
| 3M | +48.7% | -6.0% | +54.7% | +48.7% |
| 6M | +71.9% | -14.9% | +86.8% | +77.3% |
| YTD | +138.7% | +3.2% | +135.5% | +122.7% |
| 1Y | +148.5% | 0.0% | +148.4% | +134.9% |
| All | +189.2% | +20.6% | +168.7% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling