+4,185.4%
SOXX vs VCIT
+98.3%
+4,087.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +2.2% | -0.3% | +2.6% | +2.5% |
| 30D | -2.0% | -0.8% | -1.3% | -1.5% |
| 3M | -13.7% | -1.0% | -12.7% | -13.0% |
| 6M | +52.4% | -1.8% | +54.2% | +54.6% |
| YTD | +72.8% | -0.7% | +73.5% | +74.1% |
| 1Y | +113.9% | +1.0% | +112.9% | +113.3% |
| 3Y | +210.7% | +18.8% | +191.9% | +182.1% |
| 5Y | +244.6% | +3.5% | +241.2% | +219.4% |
| 10Y | +1,468.0% | +29.2% | +1,438.8% | +1,434.8% |
| All | +4,185.4% | +98.3% | +4,087.1% | +6,802.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling