+1,216.9%
VST vs HON
+136.0%
+1,080.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.0% |
| 7D | +8.9% | -3.6% | +12.5% | +11.1% |
| 30D | +6.2% | -15.3% | +21.5% | +16.2% |
| 3M | -2.7% | -7.9% | +5.2% | +1.2% |
| 6M | -8.4% | -18.1% | +9.7% | +1.7% |
| YTD | -7.2% | +3.8% | -11.0% | -10.4% |
| 1Y | -20.9% | +0.5% | -21.4% | -22.9% |
| 3Y | +384.0% | +19.8% | +364.2% | +316.0% |
| 5Y | +757.1% | +2.9% | +754.2% | +697.7% |
| All | +1,216.9% | +136.0% | +1,080.8% | +763.2% |
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