+28.9%
VCIT vs EIX
+29.5%
-0.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | 0.0% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | +1.9% | +9.1% | -7.2% | +1.5% |
| 3M | -1.4% | -10.2% | +8.8% | -1.2% |
| 6M | -2.1% | -11.2% | +9.1% | -1.9% |
| YTD | -1.6% | +4.5% | -6.1% | -2.3% |
| 1Y | -0.9% | +10.9% | -11.8% | -1.8% |
| 3Y | +20.0% | +8.4% | +11.6% | +18.6% |
| 5Y | +3.1% | +18.0% | -14.8% | +1.3% |
| All | +28.9% | +29.5% | -0.5% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling