+132.3%
HON vs VEU
+155.0%
-22.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -1.0% | -0.9% |
| 7D | -3.5% | -1.4% | -2.0% | -2.2% |
| 30D | -13.8% | -0.4% | -13.3% | -13.5% |
| 3M | -11.7% | +2.5% | -14.2% | -13.9% |
| 6M | -18.7% | +11.1% | -29.9% | -26.5% |
| YTD | +0.2% | +16.5% | -16.3% | -13.3% |
| 1Y | -3.1% | +22.9% | -26.0% | -20.3% |
| 3Y | +17.0% | +73.4% | -56.4% | -31.2% |
| 5Y | +2.0% | +56.1% | -54.1% | -33.7% |
| All | +132.3% | +155.0% | -22.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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