+17.0%
HON vs ITOT
+75.8%
-58.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -3.5% | -0.9% | -2.6% | -2.8% |
| 30D | -13.8% | -1.5% | -12.3% | -12.8% |
| 3M | -11.7% | +3.6% | -15.2% | -14.1% |
| 6M | -18.7% | +13.7% | -32.4% | -26.1% |
| YTD | +0.2% | +12.9% | -12.7% | -8.5% |
| 1Y | -3.1% | +17.2% | -20.2% | -14.0% |
| 3Y | +17.0% | +75.6% | -58.7% | -24.7% |
| All | +17.0% | +75.8% | -58.8% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling