+50.3%
EW vs VCIT
+19.8%
+30.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.2% |
| 7D | +6.8% | +0.5% | +6.3% | +6.3% |
| 30D | +16.6% | +2.1% | +14.5% | +14.2% |
| 3M | +13.3% | -1.6% | +14.9% | +15.1% |
| 6M | +21.6% | -1.6% | +23.2% | +23.5% |
| YTD | +18.3% | -1.5% | +19.8% | +20.1% |
| 1Y | +21.7% | -0.4% | +22.1% | +22.4% |
| All | +50.3% | +19.8% | +30.4% | +29.5% |
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 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