+72.4%
TER vs VCIT
+3.2%
+69.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.1% | +12.7% | +12.6% |
| 7D | -5.8% | +0.7% | -6.5% | -6.9% |
| 30D | -38.9% | +1.8% | -40.7% | -40.8% |
| 3M | -35.1% | -1.6% | -33.6% | -33.6% |
| 6M | -31.6% | -2.1% | -29.5% | -29.1% |
| YTD | +27.2% | -1.6% | +28.8% | +31.5% |
| 1Y | +35.2% | -0.8% | +36.0% | +38.5% |
| 3Y | +192.8% | +19.9% | +172.9% | +127.4% |
| 5Y | +72.4% | +3.3% | +69.1% | +40.3% |
| All | +72.4% | +3.2% | +69.2% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling