+745.8%
GOOGL vs VCIT
+28.6%
+717.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | -0.3% | -1.9% | -1.9% |
| 30D | -6.6% | -0.8% | -5.8% | -5.9% |
| 3M | -8.9% | -1.0% | -7.9% | -8.0% |
| 6M | +11.9% | -1.8% | +13.7% | +14.1% |
| YTD | +8.3% | -0.7% | +9.0% | +9.3% |
| 1Y | +46.2% | +1.0% | +45.2% | +45.3% |
| 3Y | +151.9% | +18.8% | +133.0% | +114.5% |
| 5Y | +137.7% | +3.5% | +134.2% | +123.3% |
| All | +745.8% | +28.6% | +717.2% | +680.9% |
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 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