+182.8%
HIMS vs VCIT
+15.5%
+167.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -0.3% | -3.6% | -3.5% |
| 30D | -12.4% | -0.8% | -11.7% | -11.5% |
| 3M | -1.1% | -1.0% | -0.1% | +0.6% |
| 6M | +68.4% | -1.8% | +70.3% | +73.5% |
| YTD | -14.7% | -0.7% | -14.0% | -13.3% |
| 1Y | -42.4% | +1.0% | -43.4% | -42.5% |
| 3Y | +304.5% | +18.8% | +285.7% | +241.7% |
| 5Y | +237.5% | +3.5% | +234.0% | +196.1% |
| All | +182.8% | +15.5% | +167.2% | +149.8% |
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