+98.0%
VCIT vs HDB
+293.9%
-196.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | -0.8% | -2.8% | +2.0% | -0.7% |
| 3M | -1.0% | -3.5% | +2.5% | -1.0% |
| 6M | -1.8% | -24.7% | +22.9% | -1.4% |
| YTD | -0.7% | -36.6% | +35.9% | +0.1% |
| 1Y | +1.0% | -34.4% | +35.4% | +1.7% |
| 3Y | +18.8% | -24.4% | +43.2% | +19.3% |
| 5Y | +3.5% | -35.4% | +38.8% | +3.9% |
| 10Y | +29.2% | +39.5% | -10.3% | +29.2% |
| All | +98.0% | +293.9% | -196.0% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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