+13.1%
HPQ vs VCIT
+3.7%
+9.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.8% |
| 7D | +3.2% | -1.4% | +4.6% | +4.5% |
| 30D | -3.6% | +0.6% | -4.2% | -4.1% |
| 3M | -5.3% | -2.2% | -3.1% | -3.4% |
| 6M | +41.1% | -2.3% | +43.5% | +44.2% |
| YTD | +36.9% | -2.2% | +39.1% | +39.6% |
| 1Y | +23.5% | -1.4% | +24.9% | +25.1% |
| 3Y | +19.6% | +18.7% | +0.8% | +2.8% |
| All | +13.1% | +3.7% | +9.4% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling