+86.8%
WFC vs VCIT
+3.2%
+83.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +5.2% | +1.9% | +3.3% | +4.5% |
| 3M | -3.0% | -1.4% | -1.6% | -2.6% |
| 6M | +6.2% | -2.1% | +8.3% | +7.0% |
| YTD | -7.9% | -1.6% | -6.3% | -7.4% |
| 1Y | +0.3% | -0.9% | +1.2% | +0.6% |
| 3Y | +117.7% | +20.0% | +97.8% | +104.4% |
| All | +86.8% | +3.2% | +83.5% | +26.5% |
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