+51.6%
EXPE vs VCIT
+3.7%
+48.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -14.0% | -14.0% |
| 7D | -3.6% | +0.5% | -4.1% | -4.2% |
| 30D | +4.8% | +2.1% | +2.7% | +2.1% |
| 3M | -14.6% | -1.6% | -13.1% | -12.8% |
| 6M | +10.0% | -1.6% | +11.6% | +12.4% |
| YTD | -3.3% | -1.5% | -1.8% | -1.2% |
| 1Y | +28.4% | -0.4% | +28.8% | +29.3% |
| 3Y | +145.1% | +19.6% | +125.5% | +96.7% |
| 5Y | +51.6% | +3.3% | +48.4% | -3.5% |
| All | +51.6% | +3.7% | +48.0% | -3.5% |
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