+164.1%
HON vs VCIT
+29.7%
+134.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.0% |
| 7D | +2.3% | +0.7% | +1.6% | +1.7% |
| 30D | +10.2% | +1.8% | +8.4% | +8.5% |
| 3M | -6.7% | -1.6% | -5.2% | -5.4% |
| 6M | +3.3% | -2.1% | +5.4% | +5.3% |
| YTD | +13.4% | -1.6% | +15.0% | +15.2% |
| 1Y | +14.7% | -0.8% | +15.5% | +15.7% |
| 3Y | +33.4% | +19.9% | +13.5% | +15.0% |
| 5Y | +12.7% | +3.3% | +9.4% | +10.0% |
| 10Y | +164.1% | +30.6% | +133.5% | +164.2% |
| All | +164.1% | +29.7% | +134.5% | +164.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling