+20.0%
VCIT vs NWSA
+23.7%
-3.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | -9.4% | +9.5% | +0.4% |
| 30D | +1.9% | -7.8% | +9.7% | +2.2% |
| 3M | -1.4% | -10.8% | +9.3% | -1.1% |
| 6M | -2.1% | +1.1% | -3.2% | -2.4% |
| YTD | -1.6% | +1.8% | -3.4% | -1.9% |
| 1Y | -0.9% | +6.0% | -6.9% | -1.5% |
| 3Y | +20.0% | +24.6% | -4.6% | +14.7% |
| All | +20.0% | +23.7% | -3.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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