+644.6%
VRT vs HON
+22.0%
+622.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.3% | +4.0% |
| 7D | +13.6% | -0.8% | +14.4% | +14.1% |
| 30D | +6.8% | -15.2% | +21.9% | +16.7% |
| 3M | -3.2% | -6.0% | +2.8% | -0.3% |
| 6M | +20.3% | -14.9% | +35.2% | +30.9% |
| YTD | +79.6% | +3.2% | +76.4% | +75.5% |
| 1Y | +139.0% | 0.0% | +139.0% | +136.8% |
| 3Y | +644.6% | +21.5% | +623.1% | +495.2% |
| All | +644.6% | +22.0% | +622.7% | +495.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling