+33.2%
KO vs VCIT
-0.7%
+33.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | -1.1% | -1.0% | -0.1% | -0.7% |
| 30D | +1.6% | -1.3% | +2.9% | +2.1% |
| 3M | +5.8% | -1.6% | +7.3% | +6.4% |
| 6M | +14.3% | -2.3% | +16.6% | +15.9% |
| YTD | +27.3% | -1.7% | +29.0% | +28.5% |
| 1Y | +33.2% | -0.7% | +33.9% | +32.8% |
| All | +33.2% | -0.7% | +33.9% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling