+151.8%
HPE vs VCIT
+0.1%
+151.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.4% |
| 7D | +13.6% | -0.2% | +13.8% | +14.0% |
| 30D | +7.7% | -0.5% | +8.2% | +8.7% |
| 3M | +22.4% | -0.9% | +23.3% | +24.0% |
| 6M | +172.6% | -1.9% | +174.5% | +173.5% |
| YTD | +147.5% | -1.0% | +148.5% | +148.5% |
| 1Y | +151.8% | +0.2% | +151.5% | +156.7% |
| All | +151.8% | +0.1% | +151.7% | +156.7% |
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