-4.9%
EQT vs VCIT
-0.8%
-4.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -2.8% |
| 7D | -6.6% | +0.4% | -7.0% | -6.3% |
| 30D | +2.7% | +2.2% | +0.6% | +4.3% |
| 3M | -0.2% | -1.8% | +1.7% | -1.8% |
| 6M | -10.6% | -1.6% | -8.9% | -11.4% |
| YTD | -1.2% | -1.7% | +0.6% | -2.8% |
| 1Y | -4.9% | -0.8% | -4.0% | -7.5% |
| All | -4.9% | -0.8% | -4.1% | -7.5% |
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