-1.7%
SYK vs VCIT
+18.9%
-20.6%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.1% | -8.7% | -8.7% |
| 7D | -12.9% | +0.1% | -13.0% | -13.0% |
| 30D | -18.5% | -0.8% | -17.7% | -17.8% |
| 3M | -8.1% | -0.5% | -7.6% | -7.5% |
| 6M | -23.8% | -1.4% | -22.4% | -22.6% |
| YTD | -20.9% | -0.8% | -20.1% | -20.2% |
| 1Y | -29.0% | +0.3% | -29.3% | -29.0% |
| 3Y | -1.7% | +19.2% | -20.9% | -11.7% |
| All | -1.7% | +18.9% | -20.6% | -11.7% |
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