+223.9%
VEA vs VCIT
+96.4%
+127.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -3.4% | +1.9% | -5.3% | -4.4% |
| 3M | -5.6% | -1.4% | -4.2% | -4.9% |
| 6M | -3.4% | -2.1% | -1.3% | -2.3% |
| YTD | +9.7% | -1.6% | +11.4% | +10.8% |
| 1Y | +15.4% | -0.9% | +16.3% | +16.1% |
| 3Y | +68.5% | +20.0% | +48.6% | +56.4% |
| 5Y | +49.6% | +3.1% | +46.5% | +42.5% |
| 10Y | +154.3% | +28.7% | +125.6% | +149.2% |
| All | +223.9% | +96.4% | +127.5% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 all: compounded portfolio wealth divided by compounded VCIT 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…
all analysis · Full analysis span regression · 6 months rolling