+1,449.6%
NET vs VCIT
+15.5%
+1,434.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -7.0% | -0.3% | -6.6% | -6.4% |
| 30D | -4.8% | -0.8% | -4.0% | -3.6% |
| 3M | +3.8% | -1.0% | +4.8% | +5.6% |
| 6M | +50.0% | -1.8% | +51.9% | +54.3% |
| YTD | +41.5% | -0.7% | +42.2% | +42.9% |
| 1Y | +32.8% | +1.0% | +31.9% | +30.7% |
| 3Y | +335.9% | +18.8% | +317.0% | +231.4% |
| 5Y | +113.8% | +3.5% | +110.4% | +72.2% |
| All | +1,449.6% | +15.5% | +1,434.0% | +1,289.9% |
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 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