+62.0%
EW vs VCIT
+19.1%
+42.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.5% | +2.5% |
| 7D | +12.3% | +0.7% | +11.5% | +11.5% |
| 30D | +22.9% | +1.8% | +21.1% | +20.8% |
| 3M | +16.7% | -1.6% | +18.3% | +18.5% |
| 6M | +31.0% | -2.1% | +33.0% | +33.7% |
| YTD | +22.8% | -1.6% | +24.4% | +24.8% |
| 1Y | +25.6% | -0.8% | +26.4% | +26.8% |
| 3Y | +62.0% | +19.9% | +42.0% | +44.9% |
| All | +62.0% | +19.1% | +42.9% | +44.9% |
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