+247.2%
AMAT vs VCIT
+4.1%
+243.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +31.2% |
| YTD | +77.6% | -0.7% | +78.3% | +80.3% |
| 1Y | +188.9% | +1.0% | +188.0% | +187.5% |
| 3Y | +202.3% | +18.8% | +183.4% | +140.9% |
| All | +247.2% | +4.1% | +243.1% | +209.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling