+2,397.0%
VRT vs HON
+62.3%
+2,334.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -4.7% |
| 7D | -7.7% | -2.6% | -5.1% | -5.8% |
| 30D | -12.0% | -11.9% | -0.1% | -3.5% |
| 3M | -11.7% | -6.1% | -5.6% | -8.1% |
| 6M | -8.1% | -19.2% | +11.1% | +6.2% |
| YTD | +53.2% | +0.2% | +53.1% | +51.0% |
| 1Y | +81.7% | -1.5% | +83.2% | +80.3% |
| 3Y | +535.3% | +17.9% | +517.3% | +435.8% |
| 5Y | +916.4% | +1.9% | +914.4% | +858.4% |
| All | +2,397.0% | +62.3% | +2,334.7% | +1,642.7% |
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