+38.1%
O vs VCIT
+19.7%
+18.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.6% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | +11.2% | +1.9% | +9.3% | +8.4% |
| 3M | -4.0% | -1.4% | -2.5% | -2.1% |
| 6M | -5.2% | -2.1% | -3.1% | -2.5% |
| YTD | +9.5% | -1.6% | +11.1% | +11.8% |
| 1Y | +10.6% | -0.9% | +11.5% | +11.8% |
| 3Y | +38.1% | +20.0% | +18.1% | +4.8% |
| All | +38.1% | +19.7% | +18.4% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling