+176.7%
CAH vs VCIT
+19.2%
+157.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +3.9% | -1.4% | +5.2% | +4.3% |
| 30D | +16.0% | +0.8% | +15.2% | +15.8% |
| 3M | +19.1% | -1.7% | +20.8% | +19.7% |
| 6M | +53.0% | -2.1% | +55.1% | +54.0% |
| YTD | +36.6% | -2.0% | +38.7% | +37.5% |
| 1Y | +37.4% | -1.5% | +38.9% | +38.2% |
| All | +176.7% | +19.2% | +157.4% | +190.4% |
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