+286.0%
PSX vs VCIT
+4.3%
+281.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.9% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | -9.9% | +1.6% | -11.4% | -9.9% |
| 3M | +16.9% | -0.9% | +17.9% | +17.0% |
| 6M | +48.0% | -1.9% | +49.9% | +48.1% |
| YTD | +98.3% | -1.4% | +99.7% | +98.3% |
| 1Y | +86.2% | -0.6% | +86.7% | +85.9% |
| 3Y | +144.0% | +19.8% | +124.2% | +139.8% |
| All | +286.0% | +4.3% | +281.7% | +195.3% |
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