+12.3%
CVS vs VCIT
+4.3%
+8.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | -0.5% | +12.4% | +12.1% |
| 30D | +2.8% | +1.5% | +1.3% | +2.3% |
| 3M | -3.6% | -1.0% | -2.6% | -3.4% |
| 6M | -1.6% | -1.7% | 0.0% | -1.3% |
| YTD | +16.3% | -1.4% | +17.6% | +16.6% |
| 1Y | +15.5% | -0.9% | +16.5% | +15.7% |
| 3Y | +48.1% | +19.8% | +28.3% | +40.4% |
| 5Y | +12.3% | +4.6% | +7.7% | +0.8% |
| All | +12.3% | +4.3% | +8.0% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling