+948.7%
VTI vs HON
+935.0%
+13.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | +0.3% |
| 7D | -0.4% | -0.6% | +0.2% | -0.1% |
| 30D | -1.6% | -15.4% | +13.8% | +6.8% |
| 3M | +3.6% | -9.1% | +12.7% | +7.6% |
| 6M | +13.0% | -17.1% | +30.1% | +22.5% |
| YTD | +12.7% | +1.5% | +11.2% | +9.8% |
| 1Y | +18.4% | -1.3% | +19.7% | +16.5% |
| 3Y | +76.4% | +19.5% | +56.9% | +55.1% |
| 5Y | +73.7% | +3.1% | +70.6% | +63.8% |
| 10Y | +302.5% | +138.4% | +164.1% | +142.8% |
| All | +948.7% | +935.0% | +13.7% | +189.8% |
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 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