+17.6%
HPQ vs VCIT
+19.2%
-1.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.4% |
| 7D | -1.9% | -1.4% | -0.5% | -0.5% |
| 30D | -5.7% | +0.8% | -6.5% | -6.4% |
| 3M | -0.4% | -1.7% | +1.3% | +1.2% |
| 6M | +40.0% | -2.1% | +42.1% | +42.8% |
| YTD | +34.6% | -2.0% | +36.7% | +37.2% |
| 1Y | +20.4% | -1.5% | +21.9% | +22.1% |
| All | +17.6% | +19.2% | -1.6% | +3.5% |
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