+4.6%
WMT vs VCIT
+0.1%
+4.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -5.0% | -0.8% | -4.2% | -4.6% |
| 3M | -11.3% | -0.5% | -10.8% | -10.9% |
| 6M | -13.8% | -1.4% | -12.4% | -12.9% |
| YTD | -4.2% | -0.8% | -3.4% | -3.1% |
| 1Y | +4.6% | +0.3% | +4.3% | +5.9% |
| All | +4.6% | +0.1% | +4.4% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling