+99.0%
HLT vs VCIT
+18.9%
+80.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -4.1% | -0.8% | -3.3% | -3.5% |
| 3M | -10.6% | -0.5% | -10.0% | -10.1% |
| 6M | +2.0% | -1.4% | +3.4% | +3.2% |
| YTD | +6.1% | -0.8% | +6.9% | +6.9% |
| 1Y | +9.8% | +0.3% | +9.5% | +9.9% |
| 3Y | +99.0% | +19.2% | +79.8% | +91.8% |
| All | +99.0% | +18.9% | +80.1% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling