+323.2%
AMGN vs VCIT
+30.9%
+292.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.2% | -0.5% | -1.7% | -1.9% |
| 30D | +12.1% | +1.5% | +10.6% | +11.2% |
| 3M | +13.6% | -1.0% | +14.6% | +14.3% |
| 6M | +43.9% | -1.7% | +45.6% | +45.4% |
| YTD | +45.9% | -1.4% | +47.3% | +47.2% |
| 1Y | +42.1% | -0.9% | +43.1% | +43.1% |
| 3Y | +91.6% | +19.8% | +71.8% | +77.0% |
| 5Y | +158.5% | +4.6% | +153.9% | +147.1% |
| 10Y | +323.2% | +31.5% | +291.7% | +328.0% |
| All | +323.2% | +30.9% | +292.3% | +328.0% |
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