+108.7%
USB vs VCIT
+29.2%
+79.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +1.4% | -0.3% | +1.8% | +1.6% |
| 30D | -1.3% | -0.8% | -0.5% | -1.0% |
| 3M | +15.2% | -1.0% | +16.3% | +15.8% |
| 6M | +18.8% | -1.8% | +20.7% | +19.8% |
| YTD | +21.0% | -0.7% | +21.7% | +21.4% |
| 1Y | +34.0% | +1.0% | +33.0% | +33.5% |
| 3Y | +95.3% | +18.8% | +76.5% | +83.3% |
| 5Y | +40.4% | +3.5% | +36.9% | +31.5% |
| All | +108.7% | +29.2% | +79.5% | +155.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling