+229.8%
SOXX vs VCIT
+19.1%
+210.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.0% |
| 7D | +6.1% | -0.2% | +6.3% | +6.4% |
| 30D | +0.5% | -0.5% | +1.0% | +1.3% |
| 3M | -5.3% | -0.9% | -4.4% | -3.8% |
| 6M | +58.3% | -1.9% | +60.3% | +63.1% |
| YTD | +76.8% | -1.0% | +77.8% | +80.2% |
| 1Y | +114.6% | +0.2% | +114.4% | +115.9% |
| All | +229.8% | +19.1% | +210.7% | +167.5% |
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