+132.3%
HON price history and return analytics
+229.8%
-97.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.8% |
| 7D | -3.5% | -1.1% | -2.4% | -2.4% |
| 30D | -13.8% | -1.0% | -12.8% | -12.9% |
| 3M | -11.7% | +3.2% | -14.8% | -14.5% |
| 6M | -18.7% | +12.5% | -31.2% | -27.7% |
| YTD | +0.2% | +14.1% | -13.8% | -12.1% |
| 1Y | -3.1% | +18.9% | -22.0% | -18.5% |
| 3Y | +17.0% | +74.1% | -57.1% | -33.4% |
| 5Y | +2.0% | +66.9% | -64.8% | -39.6% |
| All | +132.3% | +229.8% | -97.5% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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