+1,112.1%
PSX vs VCIT
+59.7%
+1,052.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -0.3% | +4.9% | +4.6% |
| 30D | +26.6% | -0.8% | +27.4% | +26.8% |
| 3M | +39.3% | -1.0% | +40.3% | +39.6% |
| 6M | +56.8% | -1.8% | +58.7% | +57.5% |
| YTD | +101.8% | -0.7% | +102.5% | +102.0% |
| 1Y | +99.6% | +1.0% | +98.6% | +98.7% |
| 3Y | +140.3% | +18.8% | +121.5% | +127.9% |
| 5Y | +339.3% | +3.5% | +335.9% | +335.1% |
| 10Y | +369.9% | +29.2% | +340.6% | +382.0% |
| All | +1,112.1% | +59.7% | +1,052.4% | +1,104.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling