-1.5%
VCIT vs ULTA
+23.6%
-25.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | +0.8% | +12.4% | -11.6% | +0.4% |
| 3M | -1.7% | +22.4% | -24.1% | -2.4% |
| 6M | -2.1% | +28.9% | -30.9% | -2.9% |
| YTD | -2.0% | +7.6% | -9.6% | -2.6% |
| 1Y | -1.5% | +21.6% | -23.1% | -2.0% |
| All | -1.5% | +23.6% | -25.1% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling