+498.0%
HON vs VXUS
+161.8%
+336.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | +2.1% | -0.7% | -0.4% |
| 30D | +7.5% | -1.1% | +8.6% | +8.6% |
| 3M | -4.3% | -5.6% | +1.3% | +0.6% |
| 6M | -1.5% | -2.3% | +0.7% | +0.2% |
| YTD | +10.5% | +10.4% | +0.2% | +0.6% |
| 1Y | +8.5% | +13.1% | -4.5% | -3.4% |
| 3Y | +28.0% | +68.0% | -40.0% | -21.4% |
| 5Y | +12.0% | +45.8% | -33.8% | -22.1% |
| 10Y | +155.4% | +144.7% | +10.7% | +10.5% |
| All | +498.0% | +161.8% | +336.2% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling