+373.4%
VST vs HON
+19.6%
+353.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.1% |
| 7D | +8.9% | -3.6% | +12.5% | +10.5% |
| 30D | +6.2% | -15.3% | +21.5% | +13.6% |
| 3M | -2.7% | -7.9% | +5.2% | +0.1% |
| 6M | -8.4% | -18.1% | +9.7% | -1.2% |
| YTD | -7.2% | +3.8% | -11.0% | -9.3% |
| 1Y | -20.9% | +0.5% | -21.4% | -22.0% |
| All | +373.4% | +19.6% | +353.8% | +329.8% |
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