+608.4%
VST vs HON
+11.9%
+596.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +6.6% | +1.4% | +5.2% | +6.0% |
| 30D | -12.4% | +7.5% | -19.9% | -15.3% |
| 3M | -9.0% | -4.3% | -4.7% | -7.3% |
| 6M | -6.4% | -1.5% | -4.9% | -6.5% |
| YTD | -17.2% | +10.5% | -27.7% | -22.0% |
| 1Y | -22.0% | +8.5% | -30.6% | -26.0% |
| 3Y | +296.7% | +28.0% | +268.6% | +236.4% |
| All | +608.4% | +11.9% | +596.5% | +508.3% |
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