+899.8%
HON vs VGT
+2,276.4%
-1,376.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -0.6% | +1.5% | -2.0% | -1.6% |
| 30D | -15.4% | +0.5% | -15.9% | -15.8% |
| 3M | -9.1% | +5.3% | -14.4% | -13.0% |
| 6M | -17.1% | +32.4% | -49.5% | -33.2% |
| YTD | +1.5% | +28.6% | -27.1% | -16.9% |
| 1Y | -1.3% | +37.6% | -39.0% | -23.6% |
| 3Y | +19.5% | +125.5% | -105.9% | -39.0% |
| 5Y | +3.1% | +135.2% | -132.1% | -51.4% |
| 10Y | +138.4% | +812.9% | -674.5% | -67.7% |
| All | +899.8% | +2,276.4% | -1,376.6% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling