+33.4%
INTC vs VCIT
+4.3%
+29.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +7.3% | -0.5% | +7.7% | +7.9% |
| 30D | -38.3% | +1.5% | -39.8% | -39.8% |
| 3M | -36.0% | -1.0% | -35.1% | -35.3% |
| 6M | -51.7% | -1.7% | -50.1% | -50.5% |
| YTD | +69.4% | -1.4% | +70.7% | +73.2% |
| 1Y | +65.0% | -0.9% | +65.9% | +68.1% |
| 3Y | +63.0% | +19.8% | +43.2% | +32.1% |
| 5Y | +33.4% | +4.6% | +28.8% | +2.5% |
| All | +33.4% | +4.3% | +29.0% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling