+2,010.2%
VRT vs HON
+79.4%
+1,930.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.4% | +2.8% |
| 7D | +18.6% | +3.6% | +15.1% | +15.9% |
| 30D | -11.7% | +7.8% | -19.4% | -16.2% |
| 3M | -27.3% | -4.8% | -22.5% | -24.5% |
| 6M | -42.9% | -1.7% | -41.2% | -42.7% |
| YTD | +29.5% | +10.7% | +18.8% | +18.9% |
| 1Y | +21.0% | +7.8% | +13.3% | +13.3% |
| 3Y | +403.1% | +28.1% | +375.0% | +300.0% |
| 5Y | +688.8% | +12.2% | +676.7% | +595.9% |
| All | +2,010.2% | +79.4% | +1,930.8% | +1,272.4% |
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 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