+631.5%
HBAN vs VCIT
+96.1%
+535.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | -1.1% | -0.5% | -0.6% | -1.1% |
| 30D | +3.1% | +1.0% | +2.1% | +3.2% |
| 3M | -9.8% | -1.4% | -8.4% | -9.8% |
| 6M | +1.4% | -2.1% | +3.5% | +1.2% |
| YTD | -5.8% | -1.8% | -4.0% | -5.9% |
| 1Y | +4.2% | -1.4% | +5.6% | +4.1% |
| 3Y | +74.9% | +19.3% | +55.6% | +80.1% |
| 5Y | +21.7% | +4.1% | +17.5% | +15.7% |
| 10Y | +106.1% | +30.9% | +75.1% | +146.4% |
| All | +631.5% | +96.1% | +535.4% | +1,152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 all: compounded portfolio wealth divided by compounded VCIT 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…
all analysis · Full analysis span regression · 6 months rolling