+323.8%
IVV vs HON
+140.4%
+183.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.3% |
| 7D | +0.5% | -0.8% | +1.3% | +0.9% |
| 30D | -1.0% | -15.2% | +14.2% | +7.7% |
| 3M | +3.9% | -6.0% | +9.8% | +6.0% |
| 6M | +14.5% | -14.9% | +29.4% | +22.8% |
| YTD | +12.9% | +3.2% | +9.8% | +8.4% |
| 1Y | +19.4% | 0.0% | +19.3% | +16.0% |
| 3Y | +78.8% | +21.5% | +57.3% | +51.9% |
| 5Y | +82.2% | +4.0% | +78.1% | +67.7% |
| All | +323.8% | +140.4% | +183.4% | +151.6% |
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