+467.2%
HUT vs VCIT
+19.0%
+448.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -6.9% | -6.7% |
| 7D | +9.3% | -1.4% | +10.8% | +12.9% |
| 30D | -23.1% | +0.6% | -23.7% | -25.1% |
| 3M | -30.6% | -2.2% | -28.4% | -27.0% |
| 6M | -46.9% | -2.3% | -44.5% | -43.7% |
| YTD | +25.3% | -2.2% | +27.5% | +33.5% |
| 1Y | +59.8% | -1.4% | +61.2% | +67.9% |
| 3Y | +467.2% | +18.7% | +448.4% | +351.3% |
| All | +467.2% | +19.0% | +448.1% | +351.3% |
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