-67.9%
U vs VCIT
+3.7%
-71.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +0.2% | +14.7% | +14.3% |
| 7D | +24.3% | +0.5% | +23.8% | +22.7% |
| 30D | +8.6% | +2.1% | +6.5% | +2.3% |
| 3M | +37.6% | -1.6% | +39.2% | +43.8% |
| 6M | +78.5% | -1.6% | +80.1% | +87.2% |
| YTD | +10.5% | -1.5% | +12.0% | +15.9% |
| 1Y | +15.2% | -0.4% | +15.6% | +16.9% |
| 3Y | +76.6% | +19.6% | +57.0% | +4.3% |
| 5Y | -67.9% | +3.3% | -71.2% | -76.4% |
| All | -67.9% | +3.7% | -71.6% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling