+87.9%
GM vs VCIT
+4.1%
+83.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.9% | -0.3% | +2.3% | +2.3% |
| 30D | -1.4% | -0.8% | -0.6% | -0.5% |
| 3M | +5.9% | -1.0% | +6.9% | +7.2% |
| 6M | +12.4% | -1.8% | +14.2% | +14.9% |
| YTD | +8.6% | -0.7% | +9.3% | +9.7% |
| 1Y | +52.6% | +1.0% | +51.6% | +51.5% |
| 3Y | +169.7% | +18.8% | +150.8% | +126.0% |
| All | +87.9% | +4.1% | +83.9% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling