+1,028.2%
IGV vs VCIT
+96.6%
+931.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -8.3% | +0.5% | -8.8% | -8.6% |
| 30D | -10.9% | +2.1% | -13.0% | -12.1% |
| 3M | -2.3% | -1.6% | -0.7% | -1.3% |
| 6M | +12.2% | -1.6% | +13.8% | +13.4% |
| YTD | -6.3% | -1.5% | -4.8% | -5.3% |
| 1Y | -11.4% | -0.4% | -11.0% | -11.1% |
| 3Y | +41.5% | +19.6% | +22.0% | +27.4% |
| 5Y | +12.8% | +3.3% | +9.5% | +5.3% |
| 10Y | +354.7% | +28.9% | +325.8% | +344.1% |
| All | +1,028.2% | +96.6% | +931.5% | +1,490.8% |
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