+88.3%
AMZN vs VCIT
+19.1%
+69.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | -0.3% | -2.6% | -2.7% |
| 30D | -5.2% | -0.8% | -4.4% | -4.6% |
| 3M | +1.9% | -1.0% | +2.9% | +2.7% |
| 6M | +19.2% | -1.8% | +21.1% | +20.6% |
| YTD | +12.0% | -0.7% | +12.7% | +12.6% |
| 1Y | +9.7% | +1.0% | +8.7% | +9.4% |
| All | +88.3% | +19.1% | +69.2% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling