+151.7%
GOOGL vs VCIT
+19.1%
+132.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.6% |
| YTD | +8.3% | -0.7% | +9.0% | +9.2% |
| 1Y | +46.2% | +1.0% | +45.2% | +45.9% |
| All | +151.7% | +19.1% | +132.6% | +116.7% |
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