+199.8%
TER vs VCIT
+1.3%
+198.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | -0.3% | +0.9% | +2.2% |
| 30D | -8.3% | -0.8% | -7.5% | -5.1% |
| 3M | -12.2% | -1.0% | -11.2% | -7.6% |
| 6M | +17.0% | -1.8% | +18.9% | +20.6% |
| YTD | +84.6% | -0.7% | +85.3% | +93.7% |
| 1Y | +199.8% | +1.0% | +198.8% | +221.0% |
| All | +199.8% | +1.3% | +198.5% | +221.0% |
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 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