+472.9%
HON vs VEA
+169.3%
+303.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.3% |
| 7D | -0.8% | +1.9% | -2.7% | -2.4% |
| 30D | -15.2% | +0.8% | -15.9% | -15.8% |
| 3M | -6.0% | +5.7% | -11.7% | -10.5% |
| 6M | -14.9% | +13.3% | -28.2% | -24.0% |
| YTD | +3.2% | +18.4% | -15.2% | -11.5% |
| 1Y | 0.0% | +27.0% | -26.9% | -19.3% |
| 3Y | +21.5% | +79.3% | -57.8% | -28.4% |
| 5Y | +4.0% | +62.1% | -58.1% | -33.5% |
| 10Y | +138.4% | +160.3% | -21.9% | +1.7% |
| All | +472.9% | +169.3% | +303.6% | +113.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling