+35.0%
CAH vs VCIT
-0.8%
+35.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +2.9% | +3.1% |
| 7D | +7.0% | +0.4% | +6.6% | +6.6% |
| 30D | +12.4% | +2.2% | +10.2% | +10.6% |
| 3M | +12.2% | -1.8% | +14.0% | +13.8% |
| 6M | +33.2% | -1.6% | +34.8% | +34.9% |
| YTD | +28.4% | -1.7% | +30.1% | +31.1% |
| 1Y | +35.0% | -0.8% | +35.9% | +37.5% |
| All | +35.0% | -0.8% | +35.8% | +37.5% |
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 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