+802.9%
GILD vs VCIT
+97.7%
+705.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.6% | -0.2% | -2.5% | -2.6% |
| 30D | +9.5% | -0.5% | +10.0% | +9.5% |
| 3M | +16.8% | -0.9% | +17.7% | +16.9% |
| 6M | +0.6% | -1.9% | +2.5% | +0.6% |
| YTD | +20.1% | -1.0% | +21.1% | +20.2% |
| 1Y | +29.1% | +0.2% | +28.9% | +29.1% |
| 3Y | +111.5% | +19.0% | +92.5% | +113.0% |
| 5Y | +147.6% | +3.1% | +144.5% | +136.2% |
| 10Y | +165.9% | +29.8% | +136.2% | +186.0% |
| All | +802.9% | +97.7% | +705.1% | +1,391.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling