+132.1%
HON vs VO
+197.9%
-65.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.5% |
| 7D | -2.6% | -2.5% | -0.1% | -0.3% |
| 30D | -11.9% | -3.2% | -8.6% | -9.2% |
| 3M | -6.1% | +3.9% | -10.0% | -9.2% |
| 6M | -19.2% | +9.6% | -28.8% | -25.6% |
| YTD | +0.2% | +11.6% | -11.4% | -9.2% |
| 1Y | -1.5% | +12.6% | -14.1% | -11.5% |
| 3Y | +17.9% | +55.4% | -37.4% | -21.5% |
| 5Y | +1.9% | +41.8% | -39.9% | -27.1% |
| All | +132.1% | +197.9% | -65.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling