+136.5%
WMT vs VCIT
+19.0%
+117.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +2.0% | -1.4% | +3.5% | +2.7% |
| 30D | +10.3% | +0.6% | +9.7% | +10.0% |
| 3M | +11.0% | -2.2% | +13.2% | +11.9% |
| 6M | -2.3% | -2.3% | 0.0% | -1.4% |
| YTD | +15.7% | -2.2% | +17.9% | +16.8% |
| 1Y | +26.0% | -1.4% | +27.3% | +26.8% |
| 3Y | +136.5% | +18.7% | +117.8% | +145.5% |
| All | +136.5% | +19.0% | +117.5% | +145.5% |
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 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