+420.1%
HUT vs VCIT
+30.2%
+390.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +17.8% | -0.3% | +18.1% | +18.6% |
| 30D | +0.8% | -0.8% | +1.6% | +2.4% |
| 3M | -26.8% | -1.0% | -25.8% | -25.1% |
| 6M | +72.6% | -1.8% | +74.4% | +80.8% |
| YTD | +103.6% | -0.7% | +104.3% | +108.9% |
| 1Y | +265.3% | +1.0% | +264.3% | +263.8% |
| 3Y | +689.4% | +18.8% | +670.6% | +492.7% |
| 5Y | +75.3% | +3.5% | +71.9% | +46.2% |
| All | +420.1% | +30.2% | +390.0% | +304.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling