+13.1%
HON vs VCIT
-0.8%
+13.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +0.9% |
| 7D | +4.2% | +0.4% | +3.8% | +3.3% |
| 30D | +6.7% | +2.2% | +4.5% | +2.5% |
| 3M | -7.9% | -1.8% | -6.1% | -4.0% |
| 6M | +4.8% | -1.6% | +6.5% | +9.2% |
| YTD | +13.2% | -1.7% | +14.9% | +18.2% |
| 1Y | +13.1% | -0.8% | +13.9% | +16.7% |
| All | +13.1% | -0.8% | +13.8% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling