+257.3%
SOXX vs VCIT
+3.3%
+254.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.9% |
| 6M | +58.3% | -1.9% | +60.3% | +63.5% |
| YTD | +76.8% | -1.0% | +77.8% | +80.3% |
| 1Y | +114.6% | +0.2% | +114.4% | +115.3% |
| 3Y | +229.6% | +19.0% | +210.6% | +161.3% |
| 5Y | +257.3% | +3.1% | +254.3% | +212.2% |
| All | +257.3% | +3.3% | +254.1% | +212.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling