+179.0%
CAH vs VCIT
+19.7%
+159.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.5% | +0.1% | +8.4% | +8.4% |
| 30D | +17.0% | +1.9% | +15.1% | +16.4% |
| 3M | +14.6% | -1.4% | +16.0% | +15.1% |
| 6M | +42.5% | -2.1% | +44.7% | +43.4% |
| YTD | +33.5% | -1.6% | +35.1% | +34.2% |
| 1Y | +38.5% | -0.9% | +39.4% | +39.1% |
| 3Y | +179.0% | +20.0% | +159.0% | +191.4% |
| All | +179.0% | +19.7% | +159.3% | +191.4% |
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