+151.8%
TER vs VCIT
+19.7%
+132.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.8% |
| 7D | -20.5% | +0.1% | -20.6% | -20.7% |
| 30D | -47.0% | +1.9% | -48.9% | -49.0% |
| 3M | -43.3% | -1.4% | -41.8% | -41.7% |
| 6M | -42.9% | -2.1% | -40.8% | -40.3% |
| YTD | +12.9% | -1.6% | +14.5% | +17.7% |
| 1Y | +18.2% | -0.9% | +19.1% | +22.4% |
| 3Y | +151.8% | +20.0% | +131.8% | +91.7% |
| All | +151.8% | +19.7% | +132.1% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling