+119.0%
EWT vs VCIT
+3.7%
+115.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +9.1% | -1.4% | +10.6% | +10.7% |
| 30D | -12.2% | +0.6% | -12.8% | -12.9% |
| 3M | -9.4% | -2.2% | -7.2% | -7.3% |
| 6M | +2.7% | -2.3% | +5.0% | +5.3% |
| YTD | +53.3% | -2.2% | +55.5% | +57.2% |
| 1Y | +59.2% | -1.4% | +60.5% | +62.1% |
| 3Y | +157.1% | +18.7% | +138.3% | +124.0% |
| All | +119.0% | +3.7% | +115.3% | +97.5% |
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 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