-0.3%
SPOT vs VCIT
-0.8%
+0.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +3.8% |
| 7D | +16.6% | +0.4% | +16.1% | +16.0% |
| 30D | +29.9% | +2.2% | +27.8% | +27.8% |
| 3M | +31.3% | -1.8% | +33.1% | +31.3% |
| 6M | +43.2% | -1.6% | +44.9% | +43.0% |
| YTD | +8.1% | -1.7% | +9.8% | +8.0% |
| 1Y | -0.3% | -0.8% | +0.5% | -2.3% |
| All | -0.3% | -0.8% | +0.5% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling