+1,065.6%
VRT vs HON
+4.3%
+1,061.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.3% | +4.2% |
| 7D | +13.6% | -0.8% | +14.4% | +14.4% |
| 30D | +6.8% | -15.2% | +21.9% | +21.7% |
| 3M | -3.2% | -6.0% | +2.8% | +0.6% |
| 6M | +20.3% | -14.9% | +35.2% | +35.9% |
| YTD | +79.6% | +3.2% | +76.4% | +70.3% |
| 1Y | +139.0% | 0.0% | +139.0% | +131.2% |
| 3Y | +644.6% | +21.5% | +623.1% | +447.1% |
| All | +1,065.6% | +4.3% | +1,061.3% | +769.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling