+304.7%
SPOT vs VCIT
+28.7%
+276.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.3% |
| 3M | +26.9% | -1.4% | +28.4% | +29.0% |
| 6M | +41.8% | -2.1% | +43.9% | +45.1% |
| YTD | +3.8% | -1.6% | +5.5% | +5.7% |
| 1Y | -2.5% | -0.9% | -1.5% | -1.5% |
| 3Y | +260.6% | +20.0% | +240.6% | +191.6% |
| 5Y | +108.6% | +3.1% | +105.5% | +86.4% |
| All | +304.7% | +28.7% | +276.0% | +268.2% |
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