+245.3%
AMGN vs VCIT
+28.6%
+216.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +1.1% | -0.3% | +1.5% | +1.3% |
| 30D | +7.8% | -0.8% | +8.6% | +8.3% |
| 3M | +27.3% | -1.0% | +28.3% | +28.0% |
| 6M | +16.8% | -1.8% | +18.7% | +18.1% |
| YTD | +36.3% | -0.7% | +37.0% | +36.9% |
| 1Y | +60.4% | +1.0% | +59.4% | +59.8% |
| 3Y | +86.3% | +18.8% | +67.5% | +72.7% |
| 5Y | +125.7% | +3.5% | +122.2% | +115.6% |
| All | +245.3% | +28.6% | +216.7% | +246.5% |
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 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