+77.6%
V vs VCIT
+19.8%
+57.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.4% |
| 7D | +2.9% | +0.5% | +2.5% | +2.6% |
| 30D | +14.0% | +2.1% | +11.9% | +12.5% |
| 3M | +14.9% | -1.6% | +16.5% | +16.1% |
| 6M | +31.7% | -1.6% | +33.3% | +33.1% |
| YTD | +21.2% | -1.5% | +22.7% | +22.3% |
| 1Y | +25.3% | -0.4% | +25.7% | +25.2% |
| All | +77.6% | +19.8% | +57.7% | +60.3% |
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