-7.6%
WDAY vs VCIT
+19.6%
-27.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.5% |
| 7D | -1.2% | +0.4% | -1.7% | -1.6% |
| 30D | +6.8% | +2.2% | +4.6% | +5.1% |
| 3M | +17.8% | -1.8% | +19.7% | +19.4% |
| 6M | +57.8% | -1.6% | +59.5% | +59.6% |
| YTD | -6.0% | -1.7% | -4.3% | -5.0% |
| 1Y | -13.5% | -0.8% | -12.7% | -13.3% |
| All | -7.6% | +19.6% | -27.1% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling