+153.6%
CNC vs VCIT
+29.7%
+124.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | +3.0% | +0.7% | +2.3% | +2.7% |
| 30D | +4.9% | +1.8% | +3.1% | +4.1% |
| 3M | +4.2% | -1.6% | +5.8% | +4.9% |
| 6M | +22.5% | -2.1% | +24.6% | +23.6% |
| YTD | +66.6% | -1.6% | +68.1% | +67.7% |
| 1Y | +82.5% | -0.8% | +83.3% | +83.2% |
| 3Y | -4.1% | +19.9% | -24.0% | -11.0% |
| 5Y | -8.3% | +3.3% | -11.6% | -10.5% |
| 10Y | +153.6% | +30.6% | +123.0% | +145.3% |
| All | +153.6% | +29.7% | +124.0% | +145.3% |
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