+3.5%
VCIT vs HBM
+205.9%
-202.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +0.1% | -3.6% | +3.7% | +0.2% |
| 30D | +1.9% | -19.2% | +21.1% | +2.4% |
| 3M | -1.4% | -20.5% | +19.1% | -1.0% |
| 6M | -2.1% | -12.8% | +10.7% | -2.1% |
| YTD | -1.6% | +5.4% | -7.1% | -2.2% |
| 1Y | -0.9% | +33.0% | -33.9% | -2.1% |
| 3Y | +20.0% | +357.3% | -337.3% | +13.4% |
| All | +3.5% | +205.9% | -202.4% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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