+36,773.5%
VLO vs HON
+6,070.4%
+30,703.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +9.6% | +1.4% | +8.2% | +8.9% |
| 30D | -17.4% | +7.5% | -24.9% | -20.3% |
| 3M | +10.8% | -4.3% | +15.1% | +12.3% |
| 6M | +56.9% | -1.5% | +58.5% | +54.6% |
| YTD | +136.8% | +10.5% | +126.2% | +118.6% |
| 1Y | +120.7% | +8.5% | +112.1% | +105.2% |
| 3Y | +231.9% | +28.0% | +203.9% | +183.5% |
| 5Y | +479.0% | +12.0% | +467.0% | +420.9% |
| 10Y | +792.2% | +155.4% | +636.8% | +496.4% |
| All | +36,773.5% | +6,070.4% | +30,703.1% | +9,747.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling