+50.4%
TER vs VCIT
+3.7%
+46.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | +0.2% | -15.5% | -15.6% |
| 7D | -28.2% | +0.5% | -28.6% | -28.8% |
| 30D | -50.6% | +2.1% | -52.6% | -52.3% |
| 3M | -45.3% | -1.6% | -43.8% | -44.1% |
| 6M | -40.4% | -1.6% | -38.8% | -38.7% |
| YTD | +10.0% | -1.5% | +11.6% | +13.6% |
| 1Y | +13.6% | -0.4% | +14.0% | +15.7% |
| 3Y | +145.2% | +19.6% | +125.6% | +91.2% |
| 5Y | +50.4% | +3.3% | +47.1% | +22.9% |
| All | +50.4% | +3.7% | +46.7% | +22.9% |
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