+46.0%
F vs VCIT
+19.1%
+26.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.3% | -0.3% | +5.7% | +5.9% |
| 30D | +4.6% | -0.8% | +5.4% | +5.9% |
| 3M | -3.7% | -1.0% | -2.7% | -1.9% |
| 6M | +16.8% | -1.8% | +18.7% | +20.6% |
| YTD | +15.3% | -0.7% | +16.0% | +17.1% |
| 1Y | +31.0% | +1.0% | +30.0% | +30.1% |
| All | +46.0% | +19.1% | +26.9% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling