-20.9%
VST vs HON
+1.2%
-22.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.2% |
| 7D | +8.9% | -3.6% | +12.5% | +10.1% |
| 30D | +6.2% | -15.3% | +21.5% | +11.4% |
| 3M | -2.7% | -7.9% | +5.2% | -1.1% |
| 6M | -8.4% | -18.1% | +9.7% | -6.6% |
| YTD | -7.2% | +3.8% | -11.0% | -2.6% |
| 1Y | -20.9% | +0.5% | -21.4% | -24.2% |
| All | -20.9% | +1.2% | -22.1% | -24.2% |
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 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