+37.0%
NVDA vs VCIT
+0.2%
+36.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +5.9% | -0.3% | +6.2% | +6.6% |
| 30D | +5.1% | -0.8% | +5.8% | +6.6% |
| 3M | +5.4% | -1.0% | +6.4% | +7.1% |
| 6M | +26.0% | -1.8% | +27.8% | +25.5% |
| YTD | +23.7% | -0.7% | +24.4% | +23.7% |
| All | +37.0% | +0.2% | +36.8% | +39.6% |
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