+160.3%
EQT vs VCIT
+3.7%
+156.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +6.9% | -1.4% | +8.3% | +7.3% |
| 30D | +0.4% | +0.6% | -0.1% | +0.2% |
| 3M | -2.0% | -2.2% | +0.2% | -1.4% |
| 6M | -5.0% | -2.3% | -2.7% | -4.4% |
| YTD | -0.3% | -2.2% | +1.9% | +0.3% |
| 1Y | -11.3% | -1.4% | -9.9% | -11.1% |
| 3Y | +38.3% | +18.7% | +19.6% | +28.0% |
| All | +160.3% | +3.7% | +156.6% | +147.7% |
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 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