+91.7%
CNC vs VCIT
+29.2%
+62.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | -3.8% | -0.5% | -3.3% | -3.5% |
| 3M | -3.2% | -0.9% | -2.3% | -2.8% |
| 6M | +47.9% | -1.9% | +49.8% | +49.2% |
| YTD | +55.7% | -1.0% | +56.6% | +56.4% |
| 1Y | +106.2% | +0.2% | +106.0% | +106.0% |
| 3Y | -2.1% | +19.0% | -21.1% | -9.9% |
| 5Y | +3.4% | +3.1% | +0.3% | +1.7% |
| 10Y | +91.7% | +29.8% | +61.9% | +87.7% |
| All | +91.7% | +29.2% | +62.4% | +87.7% |
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