+264.0%
SPOT vs VCIT
+29.9%
+234.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.6% |
| 30D | +12.5% | -0.8% | +13.2% | +13.4% |
| 3M | +9.9% | -1.0% | +10.9% | +11.1% |
| 6M | +1.6% | -1.8% | +3.4% | +3.6% |
| YTD | -6.6% | -0.7% | -5.9% | -6.0% |
| 1Y | -22.9% | +1.0% | -23.9% | -23.9% |
| 3Y | +244.3% | +18.8% | +225.4% | +181.6% |
| 5Y | +117.8% | +3.5% | +114.3% | +93.0% |
| All | +264.0% | +29.9% | +234.1% | +227.6% |
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