+39.5%
EXPE vs VCIT
+3.2%
+36.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.7% | -4.7% |
| 7D | -9.3% | +0.1% | -9.4% | -9.5% |
| 30D | +0.1% | +1.9% | -1.8% | -2.2% |
| 3M | -15.3% | -1.4% | -13.9% | -13.6% |
| 6M | +5.5% | -2.1% | +7.6% | +8.6% |
| YTD | -8.0% | -1.6% | -6.3% | -5.9% |
| 1Y | +18.9% | -0.9% | +19.8% | +20.5% |
| 3Y | +135.5% | +20.0% | +115.6% | +88.0% |
| All | +39.5% | +3.2% | +36.3% | -8.9% |
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 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