+22.4%
HPQ vs VCIT
+19.1%
+3.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +6.9% | -0.3% | +7.3% | +7.2% |
| 30D | +14.4% | -0.8% | +15.2% | +15.2% |
| 3M | +25.6% | -1.0% | +26.6% | +26.7% |
| 6M | +75.0% | -1.8% | +76.9% | +77.7% |
| YTD | +50.7% | -0.7% | +51.4% | +51.6% |
| 1Y | +18.7% | +1.0% | +17.7% | +17.8% |
| All | +22.4% | +19.1% | +3.4% | +2.9% |
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