+5.4%
TEM vs VCIT
-1.4%
+6.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.0% |
| 7D | -5.9% | -1.4% | -4.4% | -0.2% |
| 30D | +4.8% | +0.6% | +4.2% | +1.4% |
| 3M | +31.9% | -2.2% | +34.1% | +49.0% |
| 6M | +56.0% | -2.3% | +58.3% | +79.6% |
| YTD | +21.3% | -2.2% | +23.4% | +37.5% |
| 1Y | +5.4% | -1.4% | +6.7% | +12.7% |
| All | +5.4% | -1.4% | +6.8% | +12.7% |
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