+3.6%
VCIT vs ULTA
+44.9%
-41.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | 0.0% |
| 7D | +0.1% | +0.7% | -0.6% | +0.1% |
| 30D | -0.8% | -2.8% | +2.1% | -0.7% |
| 3M | -0.5% | +18.7% | -19.2% | -1.2% |
| 6M | -1.4% | -15.0% | +13.6% | -1.0% |
| YTD | -0.8% | -9.2% | +8.4% | -0.6% |
| 1Y | +0.3% | +5.7% | -5.4% | -0.1% |
| 3Y | +19.2% | +32.8% | -13.5% | +16.9% |
| 5Y | +3.6% | +46.0% | -42.4% | +1.1% |
| All | +3.6% | +44.9% | -41.3% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling