+18.5%
HON vs VSH
+35.1%
-16.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -0.6% | +3.5% | -4.1% | -1.1% |
| 30D | -15.4% | -4.4% | -11.0% | -14.9% |
| 3M | -9.1% | -45.8% | +36.7% | -1.3% |
| 6M | -17.1% | +90.1% | -107.2% | -28.5% |
| YTD | +1.5% | +120.3% | -118.8% | -15.1% |
| 1Y | -1.3% | +112.2% | -113.5% | -17.4% |
| All | +18.5% | +35.1% | -16.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling