+309.6%
IVV vs HON
+167.2%
+142.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.1% | -1.7% | +0.2% |
| 7D | +0.1% | +2.3% | -2.2% | -1.1% |
| 30D | -3.3% | +10.2% | -13.6% | -8.2% |
| 3M | -2.4% | -6.7% | +4.3% | +0.8% |
| 6M | +2.6% | +3.3% | -0.7% | -0.8% |
| YTD | +11.3% | +13.4% | -2.1% | +1.4% |
| 1Y | +13.4% | +14.7% | -1.3% | +2.6% |
| 3Y | +80.3% | +33.4% | +46.9% | +45.3% |
| 5Y | +72.7% | +12.7% | +60.0% | +52.2% |
| 10Y | +309.6% | +164.1% | +145.5% | +123.6% |
| All | +309.6% | +167.2% | +142.4% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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