+7.4%
O vs VCIT
+3.7%
+3.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.6% |
| 7D | -0.4% | -1.4% | +1.1% | +1.2% |
| 30D | +7.1% | +0.6% | +6.6% | +6.5% |
| 3M | -5.2% | -2.2% | -3.0% | -2.8% |
| 6M | -1.8% | -2.3% | +0.5% | +0.8% |
| YTD | +9.1% | -2.2% | +11.3% | +11.8% |
| 1Y | +9.7% | -1.4% | +11.0% | +11.3% |
| 3Y | +39.1% | +18.7% | +20.4% | +16.2% |
| All | +7.4% | +3.7% | +3.7% | -1.4% |
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