+767.3%
HON vs VCIT
+96.4%
+670.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +5.7% | +1.9% | +3.8% | +4.8% |
| 3M | -8.3% | -1.4% | -6.9% | -7.7% |
| 6M | -2.4% | -2.1% | -0.3% | -1.4% |
| YTD | +9.0% | -1.6% | +10.6% | +10.0% |
| 1Y | +9.2% | -0.9% | +10.1% | +9.8% |
| 3Y | +26.3% | +20.0% | +6.4% | +17.6% |
| 5Y | +9.1% | +3.1% | +6.0% | +5.1% |
| 10Y | +163.4% | +28.7% | +134.7% | +165.2% |
| All | +767.3% | +96.4% | +670.9% | +1,218.3% |
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 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