+1.9%
HON vs VOO
+80.3%
-78.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.9% |
| 7D | -2.6% | -2.0% | -0.6% | -1.1% |
| 30D | -11.9% | -1.7% | -10.2% | -10.7% |
| 3M | -6.1% | +4.7% | -10.8% | -9.5% |
| 6M | -19.2% | +12.6% | -31.7% | -26.4% |
| YTD | +0.2% | +11.8% | -11.6% | -8.2% |
| 1Y | -1.5% | +17.5% | -19.0% | -13.4% |
| 3Y | +17.9% | +77.0% | -59.0% | -25.7% |
| 5Y | +1.9% | +82.6% | -80.6% | -37.9% |
| All | +1.9% | +80.3% | -78.4% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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