-49.7%
SE vs VCIT
-0.8%
-48.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.9% | +2.8% |
| 7D | +3.3% | +0.7% | +2.6% | +1.8% |
| 30D | -18.2% | +1.8% | -20.0% | -21.1% |
| 3M | -31.3% | -1.6% | -29.7% | -28.4% |
| 6M | -10.1% | -2.1% | -8.0% | -5.3% |
| YTD | -38.9% | -1.6% | -37.3% | -37.0% |
| All | -49.7% | -0.8% | -48.9% | -47.3% |
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 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