+297.8%
VTI vs HON
+136.9%
+160.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -3.5% | +2.6% | +1.0% |
| 30D | -1.4% | -13.8% | +12.3% | +6.5% |
| 3M | +3.6% | -11.7% | +15.3% | +9.6% |
| 6M | +13.6% | -18.7% | +32.3% | +25.1% |
| YTD | +12.9% | +0.2% | +12.7% | +10.0% |
| 1Y | +17.2% | -3.1% | +20.3% | +15.9% |
| 3Y | +75.7% | +17.0% | +58.7% | +52.2% |
| 5Y | +75.4% | +2.0% | +73.4% | +63.2% |
| All | +297.8% | +136.9% | +160.8% | +139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling