+1,537.1%
SOXX vs VCIT
+28.6%
+1,508.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | +1.4% | -1.2% | +2.5% | +2.9% |
| 30D | -3.6% | -1.6% | -2.0% | -1.7% |
| 3M | -10.2% | -2.3% | -7.8% | -7.5% |
| 6M | +54.2% | -1.9% | +56.2% | +58.7% |
| YTD | +75.2% | -1.8% | +77.1% | +80.1% |
| 1Y | +107.5% | -1.2% | +108.7% | +111.6% |
| 3Y | +226.8% | +18.1% | +208.7% | +171.6% |
| 5Y | +251.2% | +2.3% | +248.9% | +232.3% |
| All | +1,537.1% | +28.6% | +1,508.5% | +1,433.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling