+22.7%
USB vs VCIT
+3.7%
+19.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | -1.5% | +0.5% | -1.9% | -1.8% |
| 30D | +4.3% | +2.1% | +2.2% | +2.8% |
| 3M | -6.1% | -1.6% | -4.5% | -5.0% |
| 6M | +9.4% | -1.6% | +11.0% | +10.6% |
| YTD | +15.2% | -1.5% | +16.7% | +16.4% |
| 1Y | +32.8% | -0.4% | +33.1% | +33.2% |
| 3Y | +91.3% | +19.6% | +71.7% | +72.2% |
| 5Y | +22.7% | +3.3% | +19.4% | -14.0% |
| All | +22.7% | +3.7% | +19.0% | -14.0% |
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