+2,255.6%
TT vs VCIT
+96.2%
+2,159.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.0% |
| 7D | -8.5% | +0.4% | -8.9% | -8.7% |
| 30D | -12.8% | +2.2% | -15.0% | -13.8% |
| 3M | -12.9% | -1.8% | -11.0% | -12.1% |
| 6M | -15.2% | -1.6% | -13.6% | -14.5% |
| YTD | +6.2% | -1.7% | +7.9% | +7.2% |
| 1Y | -4.5% | -0.8% | -3.7% | -4.0% |
| 3Y | +93.6% | +19.3% | +74.3% | +78.5% |
| 5Y | +141.1% | +3.5% | +137.6% | +126.2% |
| 10Y | +796.8% | +28.6% | +768.2% | +799.5% |
| All | +2,255.6% | +96.2% | +2,159.4% | +3,758.5% |
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