-3.1%
HON vs VNQ
+7.2%
-10.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.4% |
| 7D | -3.5% | -1.3% | -2.2% | -2.6% |
| 30D | -13.8% | -2.6% | -11.2% | -12.3% |
| 3M | -11.7% | -2.0% | -9.7% | -10.7% |
| 6M | -18.7% | +4.3% | -23.1% | -21.9% |
| YTD | +0.2% | +9.2% | -9.0% | -6.2% |
| 1Y | -3.1% | +5.6% | -8.7% | -8.9% |
| All | -3.1% | +7.2% | -10.3% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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