+92.5%
VRT vs HON
-1.2%
+93.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.6% | -8.0% | -8.8% |
| 7D | +2.4% | -0.6% | +3.0% | +2.8% |
| 30D | -2.7% | -15.4% | +12.7% | +5.6% |
| 3M | -9.2% | -9.1% | 0.0% | -4.8% |
| 6M | -0.5% | -17.1% | +16.5% | +7.6% |
| YTD | +62.3% | +1.5% | +60.8% | +67.4% |
| All | +92.5% | -1.2% | +93.7% | +98.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling