+345.0%
PSX vs VCIT
+4.1%
+340.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -0.3% | +4.9% | +4.5% |
| 30D | +26.6% | -0.8% | +27.4% | +26.6% |
| 3M | +39.3% | -1.0% | +40.3% | +39.3% |
| 6M | +56.8% | -1.8% | +58.7% | +57.0% |
| YTD | +101.8% | -0.7% | +102.5% | +101.8% |
| 1Y | +99.6% | +1.0% | +98.6% | +99.1% |
| 3Y | +140.3% | +18.8% | +121.5% | +137.4% |
| All | +345.0% | +4.1% | +340.9% | +252.7% |
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 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