+1,125.4%
CSX vs VCIT
+98.3%
+1,027.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | -0.3% | -3.0% | -3.3% |
| 30D | -3.1% | -0.8% | -2.3% | -2.9% |
| 3M | +7.2% | -1.0% | +8.2% | +7.4% |
| 6M | +16.2% | -1.8% | +18.0% | +16.6% |
| YTD | +37.5% | -0.7% | +38.2% | +37.8% |
| 1Y | +53.2% | +1.0% | +52.2% | +53.0% |
| 3Y | +68.2% | +18.8% | +49.4% | +63.3% |
| 5Y | +65.2% | +3.5% | +61.8% | +56.9% |
| 10Y | +504.1% | +29.2% | +474.9% | +533.6% |
| All | +1,125.4% | +98.3% | +1,027.2% | +1,909.1% |
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