+105.9%
GILD vs VCIT
+18.1%
+87.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.6% |
| 7D | -4.8% | -1.2% | -3.7% | -3.8% |
| 30D | +5.8% | -1.6% | +7.3% | +7.3% |
| 3M | +14.9% | -2.3% | +17.3% | +17.4% |
| 6M | -0.4% | -1.9% | +1.6% | +1.4% |
| YTD | +18.5% | -1.8% | +20.4% | +20.6% |
| 1Y | +25.1% | -1.2% | +26.3% | +26.6% |
| 3Y | +105.9% | +18.1% | +87.8% | +87.0% |
| All | +105.9% | +18.1% | +87.8% | +87.0% |
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