+1,486.6%
TXN vs VCIT
+98.3%
+1,388.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.1% | -0.3% | +0.3% | +0.1% |
| 30D | -6.9% | -0.8% | -6.2% | -6.6% |
| 3M | -14.9% | -1.0% | -13.9% | -14.5% |
| 6M | +29.0% | -1.8% | +30.8% | +30.0% |
| YTD | +51.5% | -0.7% | +52.2% | +52.0% |
| 1Y | +41.6% | +1.0% | +40.6% | +41.2% |
| 3Y | +65.8% | +18.8% | +47.0% | +57.1% |
| 5Y | +56.8% | +3.5% | +53.3% | +47.3% |
| 10Y | +387.5% | +29.2% | +358.2% | +396.2% |
| All | +1,486.6% | +98.3% | +1,388.3% | +2,408.2% |
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