+643.2%
GEV vs VCIT
+12.7%
+630.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | -1.9% | -0.8% | -1.2% | -1.1% |
| 3M | +4.1% | -0.5% | +4.6% | +4.7% |
| 6M | +23.2% | -1.4% | +24.6% | +25.0% |
| YTD | +48.9% | -0.8% | +49.7% | +50.4% |
| 1Y | +62.2% | +0.3% | +61.9% | +62.9% |
| All | +643.2% | +12.7% | +630.5% | +540.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling