-34.1%
WDAY vs VCIT
+3.2%
-37.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | +4.7% | +1.9% | +2.8% | +2.0% |
| 3M | +13.3% | -1.4% | +14.8% | +15.7% |
| 6M | +57.3% | -2.1% | +59.4% | +62.1% |
| YTD | -10.2% | -1.6% | -8.6% | -8.2% |
| 1Y | -14.1% | -0.9% | -13.2% | -13.2% |
| 3Y | -11.7% | +20.0% | -31.6% | -35.2% |
| All | -34.1% | +3.2% | -37.3% | -41.0% |
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 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