+41.6%
TEL vs VCIT
+3.2%
+38.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.5% |
| 7D | -2.8% | +0.1% | -2.9% | -3.0% |
| 30D | -4.1% | +1.9% | -6.0% | -6.2% |
| 3M | -3.4% | -1.4% | -1.9% | -1.9% |
| 6M | -3.5% | -2.1% | -1.4% | -1.1% |
| YTD | -8.0% | -1.6% | -6.4% | -6.1% |
| 1Y | -13.7% | -0.9% | -12.8% | -12.5% |
| 3Y | +71.9% | +20.0% | +51.9% | +42.1% |
| All | +41.6% | +3.2% | +38.4% | +24.1% |
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