+26.0%
C vs VCIT
-0.8%
+26.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +0.8% |
| 7D | +1.1% | +0.4% | +0.6% | +0.4% |
| 30D | -2.4% | +2.2% | -4.6% | -5.7% |
| 3M | -8.4% | -1.8% | -6.5% | -5.4% |
| 6M | +0.3% | -1.6% | +2.0% | +3.0% |
| YTD | +9.1% | -1.7% | +10.8% | +10.2% |
| 1Y | +26.0% | -0.8% | +26.9% | +25.7% |
| All | +26.0% | -0.8% | +26.8% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling