-40.4%
GIS vs VCIT
+19.2%
-59.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.4% |
| 7D | -8.1% | -1.4% | -6.7% | -6.8% |
| 30D | +5.3% | +0.8% | +4.5% | +4.8% |
| 3M | -10.5% | -1.7% | -8.8% | -9.2% |
| 6M | +1.8% | -2.1% | +3.9% | +3.6% |
| YTD | -22.9% | -2.0% | -20.9% | -21.6% |
| 1Y | -22.9% | -1.5% | -21.5% | -22.0% |
| All | -40.4% | +19.2% | -59.7% | -42.4% |
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