+316.8%
ADP vs VCIT
+28.8%
+288.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | +14.9% | +1.9% | +13.0% | +13.3% |
| 3M | +11.6% | -1.4% | +13.1% | +12.9% |
| 6M | +48.5% | -2.1% | +50.6% | +50.9% |
| YTD | +20.6% | -1.6% | +22.2% | +21.9% |
| 1Y | +23.7% | -0.9% | +24.6% | +24.4% |
| 3Y | +47.8% | +20.0% | +27.8% | +27.0% |
| 5Y | +47.7% | +3.1% | +44.6% | +42.8% |
| All | +316.8% | +28.8% | +288.0% | +293.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling