+622.7%
HON vs VEU
+190.9%
+431.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.3% |
| 7D | -0.8% | +1.7% | -2.5% | -2.2% |
| 30D | -15.2% | +1.0% | -16.2% | -15.9% |
| 3M | -6.0% | +5.6% | -11.6% | -10.3% |
| 6M | -14.9% | +13.7% | -28.6% | -24.0% |
| YTD | +3.2% | +17.7% | -14.6% | -10.7% |
| 1Y | 0.0% | +25.8% | -25.7% | -18.3% |
| 3Y | +21.5% | +77.1% | -55.6% | -26.7% |
| 5Y | +4.0% | +57.1% | -53.1% | -30.9% |
| 10Y | +138.4% | +149.8% | -11.4% | +7.4% |
| All | +622.7% | +190.9% | +431.8% | +164.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling