+91.2%
TXN vs VCIT
-1.4%
+92.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.6% |
| 7D | +9.5% | -1.4% | +10.9% | +11.5% |
| 30D | +8.7% | +0.6% | +8.1% | +7.1% |
| 3M | +11.6% | -2.2% | +13.8% | +16.7% |
| 6M | +0.1% | -2.3% | +2.4% | +4.9% |
| YTD | +78.8% | -2.2% | +81.0% | +87.0% |
| 1Y | +91.2% | -1.4% | +92.6% | +92.0% |
| All | +91.2% | -1.4% | +92.6% | +92.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling