+155.6%
TE vs VCIT
+0.1%
+155.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.1% | +10.1% | +10.4% |
| 7D | +18.2% | +0.1% | +18.1% | +17.8% |
| 30D | -13.5% | -0.8% | -12.7% | -10.6% |
| 3M | -44.6% | -0.5% | -44.1% | -43.0% |
| 6M | -24.7% | -1.4% | -23.3% | -25.3% |
| YTD | -24.3% | -0.8% | -23.5% | -22.1% |
| 1Y | +155.6% | +0.3% | +155.2% | +219.9% |
| All | +155.6% | +0.1% | +155.4% | +219.9% |
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