+96.6%
KO vs VCIT
+3.2%
+93.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | 0.0% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +11.5% | +1.9% | +9.6% | +10.4% |
| 3M | +10.8% | -1.4% | +12.3% | +11.6% |
| 6M | +22.3% | -2.1% | +24.4% | +23.5% |
| YTD | +39.5% | -1.6% | +41.1% | +40.6% |
| 1Y | +42.2% | -0.9% | +43.1% | +42.8% |
| 3Y | +83.1% | +20.0% | +63.1% | +67.3% |
| All | +96.6% | +3.2% | +93.4% | +72.2% |
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