+179.0%
SOXX vs VCIT
+19.0%
+159.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.4% |
| 7D | +9.4% | -1.4% | +10.8% | +11.5% |
| 30D | -13.8% | +0.6% | -14.3% | -14.8% |
| 3M | -18.6% | -2.2% | -16.4% | -15.9% |
| 6M | -15.1% | -2.3% | -12.8% | -12.0% |
| YTD | +49.0% | -2.2% | +51.2% | +54.5% |
| 1Y | +55.3% | -1.4% | +56.6% | +59.7% |
| 3Y | +179.0% | +18.7% | +160.2% | +137.6% |
| All | +179.0% | +19.0% | +159.9% | +137.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling