+248.6%
HD vs VCIT
+31.0%
+217.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.4% |
| 7D | +1.5% | -1.4% | +2.9% | +3.6% |
| 30D | +18.0% | +0.6% | +17.4% | +17.2% |
| 3M | +2.8% | -2.2% | +5.0% | +6.2% |
| 6M | +17.0% | -2.3% | +19.3% | +21.1% |
| YTD | +3.5% | -2.2% | +5.7% | +7.2% |
| 1Y | -2.6% | -1.4% | -1.2% | -0.2% |
| 3Y | +30.7% | +18.7% | +12.0% | +6.9% |
| 5Y | +6.2% | +3.6% | +2.6% | 0.0% |
| All | +248.6% | +31.0% | +217.5% | +210.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling