+112.5%
NET vs VCIT
+4.1%
+108.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -7.0% | -0.3% | -6.6% | -6.2% |
| 30D | -4.8% | -0.8% | -4.0% | -3.0% |
| 3M | +3.8% | -1.0% | +4.8% | +6.5% |
| 6M | +50.0% | -1.8% | +51.9% | +56.5% |
| YTD | +41.5% | -0.7% | +42.2% | +43.4% |
| 1Y | +32.8% | +1.0% | +31.9% | +29.2% |
| 3Y | +335.9% | +18.8% | +317.0% | +173.3% |
| All | +112.5% | +4.1% | +108.4% | +87.1% |
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