+79.8%
F vs VCIT
+28.8%
+51.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +2.6% | +1.9% | +0.7% | +0.5% |
| 3M | -8.8% | -1.4% | -7.4% | -7.3% |
| 6M | +4.6% | -2.1% | +6.8% | +7.3% |
| YTD | -1.9% | -1.6% | -0.3% | +0.2% |
| 1Y | -0.8% | -0.9% | +0.1% | +0.6% |
| 3Y | +43.5% | +20.0% | +23.5% | +21.1% |
| 5Y | -12.1% | +3.1% | -15.2% | -18.9% |
| All | +79.8% | +28.8% | +51.0% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling