+4,287.9%
TER vs VCIT
+98.3%
+4,189.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | -0.3% | +1.0% | +0.9% |
| 30D | -8.3% | -0.8% | -7.5% | -7.8% |
| 3M | -12.2% | -1.0% | -11.2% | -11.5% |
| 6M | +17.1% | -1.8% | +18.9% | +19.0% |
| YTD | +84.7% | -0.7% | +85.4% | +86.5% |
| 1Y | +199.9% | +1.0% | +198.9% | +199.7% |
| 3Y | +232.8% | +18.8% | +213.9% | +202.8% |
| 5Y | +198.6% | +3.5% | +195.1% | +175.8% |
| 10Y | +1,669.7% | +29.2% | +1,640.5% | +1,678.2% |
| All | +4,287.9% | +98.3% | +4,189.6% | +8,491.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling