+324.8%
CMI vs VCIT
+30.3%
+294.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.3% |
| 7D | -9.3% | +0.1% | -9.4% | -9.3% |
| 30D | -13.2% | +1.1% | -14.3% | -13.7% |
| 3M | -28.2% | -1.4% | -26.8% | -27.8% |
| 6M | -32.7% | -2.3% | -30.4% | -32.0% |
| YTD | -10.1% | -1.8% | -8.3% | -9.3% |
| 1Y | -4.9% | -1.0% | -3.9% | -4.3% |
| 3Y | +120.4% | +19.3% | +101.1% | +107.9% |
| 5Y | +114.3% | +3.8% | +110.5% | +105.0% |
| 10Y | +324.8% | +30.6% | +294.2% | +354.8% |
| All | +324.8% | +30.3% | +294.5% | +354.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling