+18.4%
U vs VCIT
-0.8%
+19.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +3.6% |
| 7D | +7.5% | +0.4% | +7.1% | +6.4% |
| 30D | -7.0% | +2.2% | -9.2% | -11.8% |
| 3M | +20.6% | -1.8% | +22.4% | +26.8% |
| 6M | +53.2% | -1.6% | +54.8% | +60.6% |
| YTD | -3.9% | -1.7% | -2.1% | -0.4% |
| 1Y | +18.4% | -0.8% | +19.2% | +28.2% |
| All | +18.4% | -0.8% | +19.1% | +28.2% |
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 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