+96.6%
USB vs VCIT
+19.6%
+77.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.2% |
| 7D | +2.4% | +0.4% | +2.0% | +1.9% |
| 30D | +6.6% | +2.2% | +4.4% | +4.0% |
| 3M | -4.1% | -1.8% | -2.3% | -2.1% |
| 6M | +12.5% | -1.6% | +14.1% | +14.5% |
| YTD | +17.6% | -1.7% | +19.4% | +19.9% |
| 1Y | +36.5% | -0.8% | +37.3% | +37.8% |
| All | +96.6% | +19.6% | +77.0% | +48.6% |
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