-36.7%
HUT vs VCIT
+3.7%
-40.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.7% |
| 7D | -30.8% | +0.5% | -31.3% | -32.1% |
| 30D | -50.2% | +2.1% | -52.3% | -53.5% |
| 3M | -50.5% | -1.6% | -48.9% | -48.5% |
| 6M | -42.9% | -1.6% | -41.3% | -40.1% |
| YTD | 0.0% | -1.5% | +1.5% | +5.6% |
| 1Y | -2.2% | -0.4% | -1.9% | +0.1% |
| 3Y | +289.4% | +19.6% | +269.8% | +134.9% |
| 5Y | -36.7% | +3.3% | -40.0% | -55.4% |
| All | -36.7% | +3.7% | -40.4% | -55.4% |
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