+89.1%
U vs VCIT
+19.8%
+69.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +0.2% | +14.7% | +14.4% |
| 7D | +24.3% | +0.5% | +23.8% | +22.9% |
| 30D | +8.6% | +2.1% | +6.5% | +3.0% |
| 3M | +37.6% | -1.6% | +39.2% | +43.2% |
| 6M | +78.5% | -1.6% | +80.1% | +86.5% |
| YTD | +10.5% | -1.5% | +12.0% | +15.3% |
| 1Y | +15.2% | -0.4% | +15.6% | +16.9% |
| All | +89.1% | +19.8% | +69.2% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling