+1.5%
HON vs VEA
+59.5%
-58.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.7% |
| 7D | -3.5% | -1.5% | -2.0% | -2.4% |
| 30D | -13.8% | -0.8% | -12.9% | -13.3% |
| 3M | -11.7% | +2.5% | -14.2% | -13.4% |
| 6M | -18.7% | +11.1% | -29.9% | -25.0% |
| YTD | +0.2% | +17.2% | -16.9% | -11.1% |
| 1Y | -3.1% | +24.5% | -27.6% | -17.8% |
| 3Y | +17.0% | +75.4% | -58.5% | -23.8% |
| All | +1.5% | +59.5% | -58.1% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 5y: compounded portfolio wealth divided by compounded VEA 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…
5y analysis · Full analysis span regression · 6 months rolling