+102.6%
V vs VCIT
+3.7%
+98.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.4% |
| 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% | +22.4% |
| 1Y | +25.3% | -0.4% | +25.7% | +25.4% |
| 3Y | +77.5% | +19.6% | +57.9% | +56.3% |
| 5Y | +102.6% | +3.3% | +99.3% | +68.5% |
| All | +102.6% | +3.7% | +98.9% | +68.5% |
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