+5,634.3%
HON vs VSH
+1,674.8%
+3,959.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.4% | -3.5% | -0.1% |
| 7D | -3.6% | +4.1% | -7.7% | -4.6% |
| 30D | -15.3% | -4.2% | -11.1% | -14.6% |
| 3M | -7.9% | -50.0% | +42.1% | +6.4% |
| 6M | -18.1% | +80.2% | -98.2% | -32.3% |
| YTD | +3.8% | +121.1% | -117.3% | -18.9% |
| 1Y | +0.5% | +112.0% | -111.5% | -21.3% |
| 3Y | +19.8% | +22.5% | -2.8% | +3.0% |
| 5Y | +2.9% | +64.0% | -61.1% | -19.0% |
| 10Y | +134.6% | +170.4% | -35.7% | +57.8% |
| All | +5,634.3% | +1,674.8% | +3,959.5% | +2,133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling