+1,065.2%
CAH vs VCIT
+98.3%
+966.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.4% | -0.3% | +5.7% | +5.4% |
| 30D | +3.3% | -0.8% | +4.1% | +3.4% |
| 3M | +22.8% | -1.0% | +23.8% | +22.9% |
| 6M | +11.3% | -1.8% | +13.1% | +11.5% |
| YTD | +21.1% | -0.7% | +21.8% | +21.2% |
| 1Y | +67.2% | +1.0% | +66.3% | +67.1% |
| 3Y | +195.6% | +18.8% | +176.8% | +191.7% |
| 5Y | +413.8% | +3.5% | +410.4% | +403.1% |
| 10Y | +309.6% | +29.2% | +280.4% | +324.6% |
| All | +1,065.2% | +98.3% | +966.9% | +1,498.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling