+49.1%
LLY vs VCIT
-1.0%
+50.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +2.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +21.5% | +1.1% | +20.3% | +19.7% |
| 3M | +16.4% | -1.4% | +17.8% | +18.5% |
| 6M | +51.5% | -2.3% | +53.8% | +57.0% |
| YTD | +33.9% | -1.8% | +35.7% | +39.5% |
| 1Y | +49.1% | -1.0% | +50.1% | +50.9% |
| All | +49.1% | -1.0% | +50.1% | +50.9% |
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