+588.9%
VST vs HON
+8.3%
+580.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.0% | +8.6% | +9.7% |
| 7D | -9.8% | +0.8% | -10.6% | -10.2% |
| 30D | -25.1% | +5.7% | -30.9% | -27.1% |
| 3M | -11.6% | -8.3% | -3.3% | -8.4% |
| 6M | -20.9% | -2.4% | -18.5% | -20.7% |
| YTD | -22.3% | +9.0% | -31.3% | -26.4% |
| 1Y | -32.0% | +9.2% | -41.2% | -35.8% |
| 3Y | +262.4% | +26.3% | +236.1% | +209.5% |
| All | +588.9% | +8.3% | +580.6% | +497.9% |
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