+795.5%
HLT vs VCIT
+49.4%
+746.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +0.7% | -1.4% | +2.1% | +1.7% |
| 30D | +13.7% | +0.6% | +13.2% | +13.3% |
| 3M | +16.3% | -2.2% | +18.6% | +18.1% |
| 6M | +19.9% | -2.3% | +22.2% | +21.8% |
| YTD | +30.1% | -2.2% | +32.3% | +32.1% |
| 1Y | +38.5% | -1.4% | +39.9% | +40.0% |
| 3Y | +131.0% | +18.7% | +112.3% | +107.7% |
| 5Y | +163.7% | +3.6% | +160.1% | +153.8% |
| 10Y | +697.4% | +30.4% | +667.0% | +686.5% |
| All | +795.5% | +49.4% | +746.1% | +878.7% |
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