-46.2%
SE vs VCIT
-1.4%
-44.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.5% |
| 7D | -0.5% | -1.4% | +0.9% | +2.5% |
| 30D | -20.9% | +0.6% | -21.5% | -22.0% |
| 3M | -38.9% | -2.2% | -36.7% | -35.2% |
| 6M | -19.4% | -2.3% | -17.1% | -14.5% |
| YTD | -40.9% | -2.2% | -38.7% | -38.3% |
| 1Y | -46.2% | -1.4% | -44.8% | -43.9% |
| All | -46.2% | -1.4% | -44.8% | -43.9% |
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