+61.1%
VZ vs HON
+138.0%
-76.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +0.2% | -0.8% | +1.0% | +0.4% |
| 30D | +7.1% | -15.2% | +22.3% | +11.4% |
| 3M | +12.8% | -6.0% | +18.8% | +14.0% |
| 6M | +1.8% | -14.9% | +16.7% | +5.3% |
| YTD | +30.0% | +3.2% | +26.8% | +27.6% |
| 1Y | +24.3% | 0.0% | +24.3% | +22.8% |
| 3Y | +84.3% | +21.5% | +62.8% | +70.4% |
| 5Y | +25.9% | +4.0% | +21.9% | +20.5% |
| 10Y | +61.1% | +138.4% | -77.3% | +21.2% |
| All | +61.1% | +138.0% | -76.9% | +21.2% |
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