+35,889.1%
VLO vs HON
+5,695.7%
+30,193.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.4% |
| 7D | +5.2% | -3.6% | +8.8% | +6.9% |
| 30D | +22.6% | -15.3% | +37.9% | +31.6% |
| 3M | +43.8% | -7.9% | +51.7% | +47.0% |
| 6M | +65.7% | -18.1% | +83.8% | +76.8% |
| YTD | +131.1% | +3.8% | +127.3% | +120.5% |
| 1Y | +143.6% | +0.5% | +143.1% | +135.5% |
| 3Y | +201.4% | +19.8% | +181.6% | +166.4% |
| 5Y | +568.9% | +2.9% | +566.0% | +528.2% |
| 10Y | +891.8% | +134.6% | +757.2% | +590.1% |
| All | +35,889.1% | +5,695.7% | +30,193.4% | +9,833.4% |
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