+110.2%
SPOT vs VCIT
+3.2%
+107.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.7% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +17.6% | +1.9% | +15.6% | +14.3% |
| 3M | +26.9% | -1.4% | +28.4% | +29.9% |
| 6M | +41.8% | -2.1% | +43.9% | +46.6% |
| YTD | +3.8% | -1.6% | +5.5% | +6.4% |
| 1Y | -2.5% | -0.9% | -1.5% | -1.2% |
| 3Y | +260.6% | +20.0% | +240.6% | +155.8% |
| All | +110.2% | +3.2% | +107.0% | +106.3% |
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 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