+132.1%
HON vs VXUS
+148.6%
-16.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.2% |
| 7D | -2.6% | -1.9% | -0.7% | -0.9% |
| 30D | -11.9% | -0.7% | -11.1% | -11.3% |
| 3M | -6.1% | +4.9% | -11.0% | -10.2% |
| 6M | -19.2% | +9.7% | -28.9% | -26.0% |
| YTD | +0.2% | +15.0% | -14.9% | -12.4% |
| 1Y | -1.5% | +22.4% | -23.9% | -18.8% |
| 3Y | +17.9% | +72.2% | -54.3% | -30.5% |
| 5Y | +1.9% | +52.6% | -50.7% | -32.5% |
| All | +132.1% | +148.6% | -16.5% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling