-25.9%
HUT vs VCIT
+3.7%
-29.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.1% |
| 7D | +3.7% | +0.7% | +2.9% | +0.9% |
| 30D | -32.3% | +1.8% | -34.1% | -36.3% |
| 3M | -35.6% | -1.1% | -34.5% | -34.0% |
| 6M | -42.1% | -1.7% | -40.4% | -39.3% |
| YTD | +24.1% | -1.1% | +25.3% | +29.6% |
| 1Y | +27.9% | -0.4% | +28.2% | +30.8% |
| 3Y | +409.1% | +20.5% | +388.6% | +198.9% |
| 5Y | -25.9% | +3.8% | -29.7% | -45.3% |
| All | -25.9% | +3.7% | -29.6% | -45.3% |
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 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