-0.9%
VCIT vs WAT
+23.8%
-24.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +0.1% | -1.1% | +1.2% | +0.1% |
| 30D | +1.9% | +5.0% | -3.0% | +1.7% |
| 3M | -1.4% | +14.5% | -15.9% | -2.0% |
| 6M | -2.1% | +30.9% | -33.1% | -3.3% |
| YTD | -1.6% | +20.5% | -22.1% | -3.0% |
| 1Y | -0.9% | +23.3% | -24.2% | -2.5% |
| All | -0.9% | +23.8% | -24.7% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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