+1,183.8%
CAH vs VCIT
+96.4%
+1,087.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.5% | +0.1% | +8.4% | +8.5% |
| 30D | +17.0% | +1.9% | +15.1% | +16.8% |
| 3M | +14.6% | -1.4% | +16.0% | +14.8% |
| 6M | +42.5% | -2.1% | +44.7% | +42.9% |
| YTD | +33.5% | -1.6% | +35.1% | +33.7% |
| 1Y | +38.5% | -0.9% | +39.4% | +38.7% |
| 3Y | +179.0% | +20.0% | +159.0% | +175.3% |
| 5Y | +507.2% | +3.1% | +504.1% | +495.1% |
| 10Y | +448.9% | +28.7% | +420.2% | +470.8% |
| All | +1,183.8% | +96.4% | +1,087.4% | +1,662.4% |
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 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