+1,815.4%
VGT vs VCIT
+96.4%
+1,719.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -7.2% | +0.1% | -7.3% | -7.3% |
| 30D | -16.1% | +1.9% | -18.0% | -17.1% |
| 3M | -9.2% | -1.4% | -7.7% | -8.4% |
| 6M | -0.7% | -2.1% | +1.4% | +0.6% |
| YTD | +15.6% | -1.6% | +17.2% | +16.8% |
| 1Y | +14.4% | -0.9% | +15.3% | +15.1% |
| 3Y | +105.2% | +20.0% | +85.3% | +87.1% |
| 5Y | +100.0% | +3.1% | +96.9% | +88.2% |
| 10Y | +712.1% | +28.7% | +683.4% | +700.7% |
| All | +1,815.4% | +96.4% | +1,719.0% | +2,611.1% |
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