+82.6%
VOO vs HON
+1.7%
+80.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | 0.0% |
| 7D | -2.0% | -2.6% | +0.6% | -0.8% |
| 30D | -1.7% | -11.9% | +10.2% | +3.8% |
| 3M | +4.7% | -6.1% | +10.8% | +6.4% |
| 6M | +12.6% | -19.2% | +31.7% | +22.5% |
| YTD | +11.8% | +0.2% | +11.6% | +8.7% |
| 1Y | +17.5% | -1.5% | +19.0% | +14.9% |
| 3Y | +77.0% | +17.9% | +59.0% | +51.1% |
| 5Y | +82.6% | +1.9% | +80.6% | +64.3% |
| All | +82.6% | +1.7% | +80.9% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling