+1,507.2%
SOXX vs VCIT
+28.8%
+1,478.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -1.8% |
| 7D | +3.0% | -1.0% | +4.1% | +4.4% |
| 30D | -3.1% | -1.3% | -1.8% | -1.5% |
| 3M | -4.4% | -1.6% | -2.8% | -2.4% |
| 6M | +52.9% | -2.3% | +55.2% | +57.9% |
| YTD | +72.0% | -1.7% | +73.7% | +76.5% |
| 1Y | +105.1% | -0.7% | +105.9% | +108.1% |
| 3Y | +220.6% | +18.1% | +202.5% | +166.4% |
| 5Y | +244.8% | +2.4% | +242.4% | +225.8% |
| All | +1,507.2% | +28.8% | +1,478.4% | +1,402.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling