+1,611.1%
TXN vs VCIT
+96.4%
+1,514.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | -3.6% | +1.9% | -5.5% | -4.3% |
| 3M | +0.1% | -1.4% | +1.6% | +0.7% |
| 6M | -3.2% | -2.1% | -1.1% | -2.3% |
| YTD | +63.4% | -1.6% | +65.0% | +64.5% |
| 1Y | +75.6% | -0.9% | +76.5% | +76.4% |
| 3Y | +104.0% | +20.0% | +84.1% | +93.1% |
| 5Y | +65.0% | +3.1% | +61.9% | +55.6% |
| 10Y | +437.9% | +28.7% | +409.2% | +451.8% |
| All | +1,611.1% | +96.4% | +1,514.7% | +2,614.7% |
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