+773.3%
GOOG vs VCIT
+29.0%
+744.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -5.1% | -0.8% | -4.3% | -4.4% |
| 3M | -7.1% | -0.5% | -6.6% | -6.5% |
| 6M | +12.7% | -1.4% | +14.0% | +14.4% |
| YTD | +7.1% | -0.8% | +7.9% | +8.1% |
| 1Y | +43.6% | +0.3% | +43.3% | +43.6% |
| 3Y | +146.8% | +19.2% | +127.5% | +109.5% |
| 5Y | +133.7% | +3.6% | +130.1% | +118.9% |
| 10Y | +773.3% | +29.3% | +744.1% | +702.2% |
| All | +773.3% | +29.0% | +744.4% | +702.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling