+3.1%
HON vs VO
+42.2%
-39.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.9% |
| 7D | -0.6% | -0.6% | 0.0% | -0.1% |
| 30D | -15.4% | -1.9% | -13.5% | -14.1% |
| 3M | -9.1% | +3.3% | -12.4% | -11.3% |
| 6M | -17.1% | +9.7% | -26.7% | -22.8% |
| YTD | +1.5% | +12.6% | -11.1% | -7.4% |
| 1Y | -1.3% | +13.6% | -15.0% | -10.6% |
| 3Y | +19.5% | +56.8% | -37.3% | -15.4% |
| 5Y | +3.1% | +42.3% | -39.2% | -23.3% |
| All | +3.1% | +42.2% | -39.2% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling