+67.7%
T vs VCIT
+4.1%
+63.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -1.3% | -0.3% | -0.9% | -1.1% |
| 30D | +11.4% | -0.8% | +12.1% | +11.8% |
| 3M | +14.3% | -1.0% | +15.3% | +14.8% |
| 6M | -9.3% | -1.8% | -7.4% | -8.5% |
| YTD | +7.1% | -0.7% | +7.8% | +7.4% |
| 1Y | -9.1% | +1.0% | -10.1% | -9.6% |
| 3Y | +105.3% | +18.8% | +86.5% | +88.5% |
| All | +67.7% | +4.1% | +63.6% | +47.0% |
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