+3.8%
VCIT vs EAT
+350.4%
-346.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -0.3% | 0.0% | -0.4% | -0.3% |
| 30D | -0.8% | +1.9% | -2.6% | -0.8% |
| 3M | -1.0% | +68.7% | -69.7% | -2.5% |
| 6M | -1.8% | +66.9% | -68.7% | -3.4% |
| YTD | -0.7% | +60.4% | -61.1% | -2.2% |
| 1Y | +1.0% | +44.0% | -43.0% | -0.3% |
| 3Y | +18.8% | +604.7% | -585.8% | +9.9% |
| All | +3.8% | +350.4% | -346.6% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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