-25.8%
TE vs VCIT
-0.8%
-25.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -6.5% |
| 7D | +3.8% | +0.4% | +3.4% | +1.6% |
| 30D | -26.2% | +2.2% | -28.4% | -34.4% |
| 3M | -49.7% | -1.8% | -47.9% | -43.7% |
| 6M | -46.5% | -1.6% | -44.8% | -40.4% |
| YTD | -59.1% | -1.7% | -57.4% | -54.7% |
| 1Y | -25.8% | -0.8% | -25.0% | -15.9% |
| All | -25.8% | -0.8% | -25.0% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling