+257.9%
SPOT vs VCIT
+19.0%
+238.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.5% |
| 7D | +1.6% | -1.4% | +3.0% | +2.8% |
| 30D | +16.9% | +0.6% | +16.4% | +16.6% |
| 3M | +23.0% | -2.2% | +25.2% | +24.9% |
| 6M | +42.2% | -2.3% | +44.5% | +44.5% |
| YTD | +5.5% | -2.2% | +7.7% | +7.1% |
| 1Y | -5.1% | -1.4% | -3.7% | -4.2% |
| 3Y | +257.9% | +18.7% | +239.2% | +251.9% |
| All | +257.9% | +19.0% | +238.9% | +251.9% |
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