+3.6%
VCIT vs YUM
+26.6%
-23.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +0.1% | -1.7% | +1.7% | +0.2% |
| 30D | -0.8% | -0.8% | +0.1% | -0.7% |
| 3M | -0.5% | +1.5% | -2.0% | -0.7% |
| 6M | -1.4% | -6.1% | +4.7% | -1.0% |
| YTD | -0.8% | -0.2% | -0.6% | -1.0% |
| 1Y | +0.3% | +2.5% | -2.2% | -0.2% |
| 3Y | +19.2% | +24.6% | -5.4% | +15.8% |
| 5Y | +3.6% | +25.7% | -22.1% | -0.4% |
| All | +3.6% | +26.6% | -23.0% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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