+112.8%
HL vs VCIT
+3.7%
+109.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.5% |
| 7D | -11.1% | -1.4% | -9.7% | -7.8% |
| 30D | -12.1% | +0.6% | -12.6% | -13.1% |
| 3M | -26.1% | -2.2% | -23.9% | -21.6% |
| 6M | -37.7% | -2.3% | -35.4% | -33.3% |
| YTD | -31.7% | -2.2% | -29.5% | -26.8% |
| 1Y | -11.6% | -1.4% | -10.3% | -7.1% |
| 3Y | +249.6% | +18.7% | +230.9% | +140.9% |
| All | +112.8% | +3.7% | +109.1% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling