+12.2%
HON vs VUG
+65.5%
-53.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +3.6% | +4.4% | -0.8% | +1.4% |
| 30D | +7.8% | -7.3% | +15.1% | +11.7% |
| 3M | -4.8% | -4.2% | -0.5% | -2.9% |
| 6M | -1.7% | -1.6% | -0.1% | -1.3% |
| YTD | +10.7% | +4.9% | +5.8% | +7.5% |
| 1Y | +7.8% | +3.8% | +4.0% | +5.2% |
| 3Y | +28.1% | +79.4% | -51.4% | -7.0% |
| 5Y | +12.2% | +63.9% | -51.7% | -17.9% |
| All | +12.2% | +65.5% | -53.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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