+102.7%
EWT vs VCIT
+3.2%
+99.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | -11.7% | +0.1% | -11.8% | -11.9% |
| 30D | -23.2% | +1.9% | -25.1% | -24.8% |
| 3M | -12.5% | -1.4% | -11.0% | -11.2% |
| 6M | -5.9% | -2.1% | -3.8% | -3.7% |
| YTD | +40.5% | -1.6% | +42.1% | +43.3% |
| 1Y | +43.7% | -0.9% | +44.6% | +45.7% |
| 3Y | +136.6% | +20.0% | +116.7% | +104.3% |
| All | +102.7% | +3.2% | +99.4% | +81.7% |
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