+20.5%
VCIT vs EIX
+11.2%
+9.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +0.7% | +0.7% | 0.0% | +0.7% |
| 30D | +1.8% | +8.8% | -7.0% | +1.4% |
| 3M | -1.1% | -10.9% | +9.8% | -0.8% |
| 6M | -1.7% | -10.3% | +8.6% | -1.5% |
| YTD | -1.1% | +5.8% | -7.0% | -2.1% |
| 1Y | -0.4% | +11.4% | -11.7% | -1.7% |
| 3Y | +20.5% | +11.1% | +9.4% | +16.7% |
| All | +20.5% | +11.2% | +9.2% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling