+126.5%
KRE vs VCIT
+28.6%
+97.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.3% | -0.3% | +1.7% | +1.5% |
| 30D | -2.7% | -0.8% | -1.9% | -2.4% |
| 3M | +8.2% | -1.0% | +9.2% | +8.7% |
| 6M | +12.8% | -1.8% | +14.7% | +13.7% |
| YTD | +17.5% | -0.7% | +18.2% | +17.9% |
| 1Y | +16.6% | +1.0% | +15.6% | +16.2% |
| 3Y | +79.5% | +18.8% | +60.6% | +69.5% |
| 5Y | +32.4% | +3.5% | +28.9% | +22.7% |
| All | +126.5% | +28.6% | +97.9% | +191.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling