-8.4%
VST vs HON
-17.6%
+9.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.1% |
| 7D | +8.9% | -3.6% | +12.5% | +10.8% |
| 30D | +6.2% | -15.3% | +21.5% | +14.9% |
| 3M | -2.7% | -7.9% | +5.2% | -0.5% |
| 6M | -8.4% | -18.1% | +9.7% | +4.8% |
| All | -8.4% | -17.6% | +9.2% | +4.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling