+4.7%
HON vs VCIT
+3.5%
+1.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -15.2% | -0.8% | -14.4% | -14.6% |
| 3M | -6.0% | -0.5% | -5.4% | -5.4% |
| 6M | -14.9% | -1.4% | -13.5% | -13.7% |
| YTD | +3.2% | -0.8% | +3.9% | +4.1% |
| 1Y | 0.0% | +0.3% | -0.3% | 0.0% |
| 3Y | +21.5% | +19.2% | +2.3% | +6.5% |
| All | +4.7% | +3.5% | +1.3% | -1.3% |
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