+152.5%
PSX vs VCIT
+19.1%
+133.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -8.0% | +0.7% | -8.7% | -8.0% |
| 30D | -9.0% | +1.8% | -10.8% | -9.1% |
| 3M | +24.7% | -1.6% | +26.3% | +25.0% |
| 6M | +49.3% | -2.1% | +51.4% | +49.9% |
| YTD | +100.2% | -1.6% | +101.8% | +100.3% |
| 1Y | +88.8% | -0.8% | +89.6% | +88.1% |
| 3Y | +152.5% | +19.9% | +132.6% | +136.7% |
| All | +152.5% | +19.1% | +133.4% | +136.7% |
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