+1,002.6%
VST vs HON
+147.8%
+854.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.0% | +8.6% | +9.5% |
| 7D | -9.8% | +0.8% | -10.6% | -10.3% |
| 30D | -25.1% | +5.7% | -30.9% | -27.6% |
| 3M | -11.6% | -8.3% | -3.3% | -7.8% |
| 6M | -20.9% | -2.4% | -18.5% | -20.7% |
| YTD | -22.3% | +9.0% | -31.3% | -27.4% |
| 1Y | -32.0% | +9.2% | -41.2% | -36.7% |
| 3Y | +262.4% | +26.3% | +236.1% | +201.4% |
| 5Y | +563.4% | +9.1% | +554.2% | +494.2% |
| 10Y | +1,120.7% | +163.4% | +957.2% | +680.6% |
| All | +1,002.6% | +147.8% | +854.8% | +600.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling