+109.4%
C vs VCIT
+3.7%
+105.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.3% | -5.2% |
| 7D | -5.3% | +0.5% | -5.7% | -5.7% |
| 30D | -7.3% | +2.1% | -9.4% | -8.9% |
| 3M | -13.5% | -1.6% | -11.9% | -12.4% |
| 6M | -6.5% | -1.6% | -4.9% | -5.3% |
| YTD | +3.6% | -1.5% | +5.1% | +4.9% |
| 1Y | +18.9% | -0.4% | +19.3% | +19.4% |
| 3Y | +205.0% | +19.6% | +185.4% | +167.7% |
| 5Y | +109.4% | +3.3% | +106.1% | +53.7% |
| All | +109.4% | +3.7% | +105.7% | +53.7% |
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 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