+5.1%
CNC vs VCIT
+4.1%
+1.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.5% | -0.3% | +3.9% | +3.7% |
| 30D | +0.1% | -0.8% | +0.8% | +0.4% |
| 3M | +6.9% | -1.0% | +7.9% | +7.3% |
| 6M | +49.0% | -1.8% | +50.9% | +50.1% |
| YTD | +62.9% | -0.7% | +63.6% | +63.4% |
| 1Y | +134.0% | +1.0% | +133.0% | +133.1% |
| 3Y | +9.4% | +18.8% | -9.4% | +3.0% |
| All | +5.1% | +4.1% | +1.0% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling