+148.5%
GOOG vs VCIT
+19.6%
+128.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | -0.3% | -1.8% | -1.8% |
| 30D | -6.8% | -0.8% | -6.1% | -6.1% |
| 3M | -9.1% | -1.0% | -8.1% | -8.2% |
| 6M | +10.7% | -1.8% | +12.6% | +12.5% |
| YTD | +7.1% | -0.7% | +7.8% | +7.9% |
| 1Y | +44.6% | +1.0% | +43.6% | +44.4% |
| All | +148.5% | +19.6% | +128.9% | +117.4% |
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