+78.2%
O vs VCIT
+29.7%
+48.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +3.3% | +0.7% | +2.6% | +2.4% |
| 30D | +10.3% | +1.8% | +8.5% | +8.0% |
| 3M | -3.5% | -1.6% | -1.9% | -1.5% |
| 6M | -1.3% | -2.1% | +0.8% | +1.3% |
| YTD | +10.3% | -1.6% | +11.9% | +12.5% |
| 1Y | +10.4% | -0.8% | +11.2% | +11.5% |
| 3Y | +40.0% | +19.9% | +20.1% | +11.7% |
| 5Y | +12.4% | +3.3% | +9.0% | +9.4% |
| 10Y | +78.2% | +30.6% | +47.6% | +25.0% |
| All | +78.2% | +29.7% | +48.5% | +25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling