+1,849.8%
HD vs VCIT
+96.2%
+1,753.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.0% |
| 7D | +11.9% | +0.4% | +11.5% | +11.5% |
| 30D | +26.4% | +2.2% | +24.2% | +24.3% |
| 3M | +2.8% | -1.8% | +4.7% | +4.5% |
| 6M | +15.5% | -1.6% | +17.1% | +17.3% |
| YTD | +5.5% | -1.7% | +7.3% | +7.4% |
| 1Y | -4.6% | -0.8% | -3.7% | -3.6% |
| 3Y | +29.9% | +19.3% | +10.6% | +15.8% |
| 5Y | +8.4% | +3.5% | +4.9% | +1.4% |
| 10Y | +275.2% | +28.6% | +246.6% | +254.8% |
| All | +1,849.8% | +96.2% | +1,753.6% | +2,557.5% |
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