+11.9%
PYPL vs VCIT
+19.1%
-7.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +2.2% | +0.7% | +1.4% | +1.2% |
| 30D | +8.1% | +1.8% | +6.3% | +5.7% |
| 3M | +1.9% | -1.6% | +3.5% | +4.0% |
| 6M | +33.1% | -2.1% | +35.2% | +36.9% |
| YTD | +3.8% | -1.6% | +5.3% | +6.1% |
| 1Y | -8.3% | -0.8% | -7.5% | -7.0% |
| 3Y | +11.9% | +19.9% | -8.1% | -11.3% |
| All | +11.9% | +19.1% | -7.2% | -11.3% |
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 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