+200.6%
W vs VCIT
+41.5%
+159.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | +0.2% | -8.5% | -8.9% |
| 7D | -5.6% | +0.5% | -6.1% | -6.8% |
| 30D | +7.5% | +2.1% | +5.4% | +1.1% |
| 3M | +5.4% | -1.6% | +7.0% | +11.1% |
| 6M | +79.4% | -1.6% | +81.0% | +92.2% |
| YTD | +12.9% | -1.5% | +14.4% | +21.1% |
| 1Y | +12.4% | -0.4% | +12.8% | +16.6% |
| 3Y | +128.5% | +19.6% | +108.9% | +47.1% |
| 5Y | -54.0% | +3.3% | -57.2% | -58.1% |
| 10Y | +248.8% | +28.9% | +219.9% | +190.0% |
| All | +200.6% | +41.5% | +159.1% | +180.3% |
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