+74.5%
CSX vs VCIT
+19.8%
+54.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.5% |
| 7D | -2.7% | +0.5% | -3.2% | -3.1% |
| 30D | +7.0% | +2.1% | +4.9% | +5.4% |
| 3M | -0.3% | -1.6% | +1.3% | +0.8% |
| 6M | +13.5% | -1.6% | +15.1% | +14.8% |
| YTD | +41.5% | -1.5% | +43.0% | +43.1% |
| 1Y | +45.8% | -0.4% | +46.1% | +46.3% |
| All | +74.5% | +19.8% | +54.7% | +54.0% |
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 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