+52.5%
IJH vs VCIT
+18.9%
+33.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -3.1% | -0.8% | -2.4% | -2.2% |
| 3M | +1.9% | -0.5% | +2.5% | +2.7% |
| 6M | +11.0% | -1.4% | +12.4% | +13.0% |
| YTD | +14.7% | -0.8% | +15.5% | +16.0% |
| 1Y | +15.6% | +0.3% | +15.3% | +15.5% |
| 3Y | +52.5% | +19.2% | +33.3% | +26.3% |
| All | +52.5% | +18.9% | +33.6% | +26.3% |
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