+1,587.5%
AMAT vs VCIT
+29.2%
+1,558.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.0% |
| 30D | -14.8% | -0.8% | -14.0% | -13.9% |
| 3M | -9.3% | -1.0% | -8.3% | -7.8% |
| 6M | +27.4% | -1.8% | +29.2% | +31.3% |
| YTD | +77.6% | -0.7% | +78.3% | +80.3% |
| 1Y | +188.9% | +1.0% | +188.0% | +187.2% |
| 3Y | +202.3% | +18.8% | +183.4% | +140.5% |
| 5Y | +248.9% | +3.5% | +245.4% | +232.4% |
| All | +1,587.5% | +29.2% | +1,558.3% | +1,398.2% |
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