+1,238.2%
VST vs HON
+134.5%
+1,103.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | +9.9% | -0.8% | +10.7% | +10.3% |
| 30D | +7.9% | -15.2% | +23.1% | +18.1% |
| 3M | +3.4% | -6.0% | +9.4% | +6.3% |
| 6M | -4.1% | -14.9% | +10.8% | +4.2% |
| YTD | -5.7% | +3.2% | -8.8% | -8.7% |
| 1Y | -18.9% | 0.0% | -18.9% | -20.7% |
| 3Y | +359.1% | +21.5% | +337.6% | +291.0% |
| 5Y | +766.9% | +4.0% | +762.8% | +700.8% |
| All | +1,238.2% | +134.5% | +1,103.7% | +780.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling