-81.0%
PYPL vs VCIT
+4.1%
-85.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +2.7% | -0.3% | +3.0% | +3.3% |
| 30D | -4.9% | -0.8% | -4.1% | -3.6% |
| 3M | +28.9% | -1.0% | +29.9% | +31.3% |
| 6M | +18.2% | -1.8% | +20.1% | +22.1% |
| YTD | -5.0% | -0.7% | -4.3% | -3.7% |
| 1Y | -18.8% | +1.0% | -19.8% | -19.9% |
| 3Y | -12.6% | +18.8% | -31.4% | -34.7% |
| All | -81.0% | +4.1% | -85.1% | -85.6% |
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