+118.0%
GOOG vs VCIT
+19.7%
+98.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | -18.3% | +1.9% | -20.2% | -19.8% |
| 3M | -20.3% | -1.4% | -18.9% | -19.2% |
| 6M | -28.1% | -2.1% | -25.9% | -26.5% |
| YTD | -9.3% | -1.6% | -7.7% | -7.7% |
| 1Y | -0.2% | -0.9% | +0.7% | +1.2% |
| 3Y | +118.0% | +20.0% | +98.1% | +89.9% |
| All | +118.0% | +19.7% | +98.4% | +89.9% |
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