+2,723.0%
VRT vs HON
+68.3%
+2,654.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +3.7% |
| 7D | +9.1% | -3.6% | +12.7% | +12.0% |
| 30D | +0.9% | -15.3% | +16.2% | +13.2% |
| 3M | -13.4% | -7.9% | -5.5% | -8.7% |
| 6M | +11.7% | -18.1% | +29.7% | +27.7% |
| YTD | +73.2% | +3.8% | +69.4% | +66.2% |
| 1Y | +123.4% | +0.5% | +122.9% | +118.2% |
| 3Y | +606.2% | +19.8% | +586.4% | +489.1% |
| 5Y | +899.9% | +2.9% | +897.0% | +832.5% |
| All | +2,723.0% | +68.3% | +2,654.7% | +1,817.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling