+5.5%
TEM vs VCIT
-0.9%
+6.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.1% | +8.1% | +8.4% |
| 7D | +5.3% | +0.1% | +5.2% | +4.6% |
| 30D | +8.1% | +1.9% | +6.2% | -1.6% |
| 3M | +64.9% | -1.4% | +66.3% | +80.1% |
| 6M | +42.1% | -2.1% | +44.3% | +63.0% |
| YTD | +28.8% | -1.6% | +30.4% | +42.9% |
| 1Y | +5.5% | -0.9% | +6.4% | +11.5% |
| All | +5.5% | -0.9% | +6.4% | +11.5% |
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