-2.9%
CNC vs VCIT
+19.7%
-22.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.8% | -5.9% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +7.3% | +1.9% | +5.4% | +6.4% |
| 3M | +8.6% | -1.4% | +10.1% | +9.3% |
| 6M | +26.0% | -2.1% | +28.2% | +27.2% |
| YTD | +69.5% | -1.6% | +71.1% | +70.8% |
| 1Y | +88.0% | -0.9% | +88.9% | +88.8% |
| 3Y | -2.9% | +20.0% | -22.9% | -4.9% |
| All | -2.9% | +19.7% | -22.6% | -4.9% |
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 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