+81.0%
KO vs VCIT
+3.8%
+77.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.8% | -0.3% | -1.4% | -1.6% |
| 30D | +1.4% | -0.8% | +2.2% | +1.8% |
| 3M | +15.4% | -1.0% | +16.4% | +16.0% |
| 6M | +14.3% | -1.8% | +16.1% | +15.4% |
| YTD | +27.7% | -0.7% | +28.4% | +28.1% |
| 1Y | +32.7% | +1.0% | +31.7% | +32.0% |
| 3Y | +62.2% | +18.8% | +43.3% | +48.8% |
| All | +81.0% | +3.8% | +77.2% | +69.7% |
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 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