+1.9%
HON vs VIG
+61.5%
-59.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.9% |
| 7D | -2.6% | -2.2% | -0.4% | -0.3% |
| 30D | -11.9% | -3.2% | -8.7% | -8.8% |
| 3M | -6.1% | +3.0% | -9.1% | -8.9% |
| 6M | -19.2% | +8.1% | -27.3% | -25.3% |
| YTD | +0.2% | +9.1% | -8.9% | -8.2% |
| 1Y | -1.5% | +12.6% | -14.1% | -12.7% |
| 3Y | +17.9% | +55.4% | -37.4% | -24.5% |
| 5Y | +1.9% | +62.8% | -60.8% | -37.5% |
| All | +1.9% | +61.5% | -59.5% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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