+57.3%
VUG vs VCIT
+3.2%
+54.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.1% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -11.1% | +1.9% | -13.0% | -13.1% |
| 3M | -7.2% | -1.4% | -5.8% | -5.7% |
| 6M | -4.1% | -2.1% | -2.0% | -1.7% |
| YTD | +1.4% | -1.6% | +3.0% | +3.4% |
| 1Y | +1.9% | -0.9% | +2.8% | +3.1% |
| 3Y | +77.7% | +20.0% | +57.8% | +43.5% |
| All | +57.3% | +3.2% | +54.1% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling