+33.6%
TER vs VCIT
-1.0%
+34.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +2.1% |
| 7D | -8.9% | +0.1% | -9.0% | -9.7% |
| 30D | -39.1% | +1.1% | -40.2% | -42.9% |
| 3M | -32.8% | -1.4% | -31.4% | -27.6% |
| 6M | -31.7% | -2.3% | -29.4% | -21.0% |
| YTD | +26.9% | -1.8% | +28.7% | +43.1% |
| 1Y | +33.6% | -1.0% | +34.6% | +46.6% |
| All | +33.6% | -1.0% | +34.6% | +46.6% |
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