+1,304.9%
LOW vs VCIT
+96.4%
+1,208.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +7.4% | +0.1% | +7.3% | +7.3% |
| 30D | +24.5% | +1.9% | +22.6% | +22.6% |
| 3M | +3.5% | -1.4% | +4.9% | +4.8% |
| 6M | -2.6% | -2.1% | -0.4% | -0.6% |
| YTD | -4.8% | -1.6% | -3.2% | -3.2% |
| 1Y | -0.8% | -0.9% | +0.1% | +0.3% |
| 3Y | +22.8% | +20.0% | +2.8% | +8.9% |
| 5Y | +5.3% | +3.1% | +2.2% | -1.7% |
| 10Y | +309.5% | +28.7% | +280.8% | +292.7% |
| All | +1,304.9% | +96.4% | +1,208.5% | +1,930.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling