+12.1%
IVV vs HON
+8.1%
+4.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.1% |
| 7D | +3.3% | +3.6% | -0.2% | +2.6% |
| 30D | -2.7% | +7.8% | -10.5% | -3.8% |
| 3M | -1.7% | -4.8% | +3.1% | -0.8% |
| 6M | +3.2% | -1.7% | +4.8% | +2.7% |
| YTD | +12.0% | +10.7% | +1.3% | +9.3% |
| 1Y | +12.1% | +7.8% | +4.3% | +10.5% |
| All | +12.1% | +8.1% | +4.0% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling