+75.0%
SPY vs VCIT
+19.7%
+55.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.4% | +1.9% | -7.3% | -7.1% |
| 3M | -4.1% | -1.4% | -2.6% | -2.7% |
| 6M | +0.7% | -2.1% | +2.8% | +2.9% |
| YTD | +8.7% | -1.6% | +10.3% | +10.5% |
| 1Y | +10.9% | -0.9% | +11.8% | +12.1% |
| 3Y | +75.0% | +20.0% | +55.0% | +51.9% |
| All | +75.0% | +19.7% | +55.3% | +51.9% |
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