-3.1%
HON vs VGT
+35.2%
-38.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | -13.8% | -0.4% | -13.3% | -13.7% |
| 3M | -11.7% | +4.4% | -16.1% | -12.7% |
| 6M | -18.7% | +32.1% | -50.8% | -23.7% |
| YTD | +0.2% | +28.8% | -28.5% | -6.1% |
| 1Y | -3.1% | +35.3% | -38.4% | -10.1% |
| All | -3.1% | +35.2% | -38.3% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling