+64.1%
COP vs VCIT
-0.9%
+65.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.3% |
| 7D | -11.5% | +0.1% | -11.6% | -11.2% |
| 30D | +5.0% | +1.9% | +3.0% | +10.0% |
| 3M | +17.5% | -1.4% | +18.9% | +12.2% |
| 6M | +16.2% | -2.1% | +18.4% | +9.9% |
| YTD | +48.8% | -1.6% | +50.4% | +41.1% |
| 1Y | +64.1% | -0.9% | +65.0% | +55.7% |
| All | +64.1% | -0.9% | +65.0% | +55.7% |
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