+2,038.1%
VGT vs VCIT
+98.3%
+1,939.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | -0.3% | +1.3% | +1.2% |
| 30D | +1.3% | -0.8% | +2.1% | +1.8% |
| 3M | -1.1% | -1.0% | -0.1% | -0.5% |
| 6M | +32.6% | -1.8% | +34.5% | +34.2% |
| YTD | +29.0% | -0.7% | +29.7% | +29.7% |
| 1Y | +39.7% | +1.0% | +38.7% | +39.2% |
| 3Y | +120.9% | +18.8% | +102.1% | +102.2% |
| 5Y | +133.6% | +3.5% | +130.1% | +118.8% |
| 10Y | +792.6% | +29.2% | +763.3% | +772.6% |
| All | +2,038.1% | +98.3% | +1,939.8% | +2,910.4% |
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