-47.3%
TE vs VCIT
+4.1%
-51.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.0% | -0.3% | -3.6% | -3.3% |
| 30D | -15.9% | -0.8% | -15.1% | -14.6% |
| 3M | -60.5% | -1.0% | -59.5% | -59.6% |
| 6M | -35.2% | -1.8% | -33.4% | -32.4% |
| YTD | -31.1% | -0.7% | -30.4% | -29.6% |
| 1Y | +148.6% | +1.0% | +147.7% | +146.8% |
| 3Y | -26.4% | +18.8% | -45.2% | -46.0% |
| All | -47.3% | +4.1% | -51.4% | -49.0% |
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