+635.3%
GOOG vs VCIT
+29.7%
+605.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +2.9% | +0.7% | +2.1% | +2.2% |
| 30D | -17.8% | +1.8% | -19.6% | -19.2% |
| 3M | -19.0% | -1.6% | -17.5% | -17.8% |
| 6M | -27.9% | -2.1% | -25.8% | -26.4% |
| YTD | -8.7% | -1.6% | -7.1% | -7.1% |
| 1Y | +2.5% | -0.8% | +3.3% | +3.6% |
| 3Y | +119.2% | +19.9% | +99.3% | +85.0% |
| 5Y | +93.4% | +3.3% | +90.1% | +81.8% |
| 10Y | +635.3% | +30.6% | +604.7% | +596.0% |
| All | +635.3% | +29.7% | +605.6% | +596.0% |
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 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