+202.7%
HPE vs VCIT
+19.7%
+183.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | -18.7% | +0.1% | -18.8% | -18.8% |
| 30D | -37.9% | +1.9% | -39.8% | -38.9% |
| 3M | -14.4% | -1.4% | -12.9% | -13.1% |
| 6M | +48.2% | -2.1% | +50.4% | +51.4% |
| YTD | +88.6% | -1.6% | +90.2% | +91.8% |
| 1Y | +94.8% | -0.9% | +95.7% | +97.1% |
| 3Y | +202.7% | +20.0% | +182.7% | +171.3% |
| All | +202.7% | +19.7% | +183.0% | +171.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling