+3.5%
VCIT vs GWW
+217.3%
-213.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | +0.1% | +6.0% | -5.9% | -0.2% |
| 30D | +1.9% | +14.0% | -12.1% | +1.3% |
| 3M | -1.4% | +12.5% | -14.0% | -2.0% |
| 6M | -2.1% | +23.6% | -25.8% | -3.1% |
| YTD | -1.6% | +43.6% | -45.3% | -3.4% |
| 1Y | -0.9% | +52.5% | -53.4% | -3.0% |
| 3Y | +20.0% | +92.6% | -72.6% | +15.3% |
| All | +3.5% | +217.3% | -213.9% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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