+24.0%
IJR vs VCIT
+1.3%
+22.7%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.2% | -0.3% | +0.2% | +0.6% |
| 30D | -2.4% | -0.8% | -1.7% | -0.8% |
| 3M | +3.9% | -1.0% | +4.9% | +6.2% |
| 6M | +12.4% | -1.8% | +14.2% | +16.1% |
| YTD | +21.5% | -0.7% | +22.2% | +22.8% |
| 1Y | +24.0% | +1.0% | +23.0% | +22.7% |
| All | +24.0% | +1.3% | +22.7% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling