+802.6%
HON vs VCIT
+97.4%
+705.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.0% |
| 7D | +2.3% | +0.7% | +1.6% | +2.0% |
| 30D | +10.2% | +1.8% | +8.4% | +9.3% |
| 3M | -6.7% | -1.1% | -5.6% | -6.2% |
| 6M | +3.3% | -1.7% | +5.0% | +4.2% |
| YTD | +13.4% | -1.1% | +14.6% | +14.2% |
| 1Y | +14.7% | -0.4% | +15.1% | +15.1% |
| 3Y | +33.4% | +20.5% | +13.0% | +23.9% |
| 5Y | +12.7% | +3.8% | +9.0% | +8.3% |
| 10Y | +164.1% | +31.2% | +132.9% | +167.1% |
| All | +802.6% | +97.4% | +705.2% | +1,268.6% |
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