-50.7%
SE vs VCIT
-0.9%
-49.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.4% |
| 7D | +2.0% | +0.1% | +1.9% | +1.7% |
| 30D | -20.0% | +1.9% | -21.9% | -23.1% |
| 3M | -31.8% | -1.4% | -30.3% | -29.2% |
| 6M | -15.9% | -2.1% | -13.7% | -11.3% |
| YTD | -40.6% | -1.6% | -39.0% | -38.7% |
| 1Y | -50.7% | -0.9% | -49.8% | -48.1% |
| All | -50.7% | -0.9% | -49.8% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling