+1.5%
HON vs VEU
+55.0%
-53.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -1.0% | -0.7% |
| 7D | -3.5% | -1.4% | -2.0% | -2.4% |
| 30D | -13.8% | -0.4% | -13.3% | -13.5% |
| 3M | -11.7% | +2.5% | -14.2% | -13.4% |
| 6M | -18.7% | +11.1% | -29.9% | -24.9% |
| YTD | +0.2% | +16.5% | -16.3% | -10.6% |
| 1Y | -3.1% | +22.9% | -26.0% | -17.0% |
| 3Y | +17.0% | +73.4% | -56.4% | -23.0% |
| All | +1.5% | +55.0% | -53.5% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling