+1,347.2%
CNC vs VCIT
+98.3%
+1,248.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.5% | -0.3% | +3.9% | +3.6% |
| 30D | +0.1% | -0.8% | +0.8% | +0.2% |
| 3M | +6.9% | -1.0% | +7.9% | +7.1% |
| 6M | +49.0% | -1.8% | +50.9% | +49.6% |
| YTD | +62.9% | -0.7% | +63.6% | +63.2% |
| 1Y | +134.0% | +1.0% | +133.0% | +133.5% |
| 3Y | +9.4% | +18.8% | -9.4% | +6.0% |
| 5Y | +4.1% | +3.5% | +0.7% | +1.3% |
| 10Y | +95.4% | +29.2% | +66.2% | +93.9% |
| All | +1,347.2% | +98.3% | +1,248.9% | +1,732.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling