+301.7%
JCI vs VCIT
+30.2%
+271.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.7% |
| 7D | -3.4% | +0.7% | -4.1% | -4.1% |
| 30D | -10.1% | +1.8% | -11.9% | -11.7% |
| 3M | -6.8% | -1.1% | -5.7% | -5.9% |
| 6M | +2.0% | -1.7% | +3.6% | +3.5% |
| YTD | +19.2% | -1.1% | +20.3% | +20.4% |
| 1Y | +16.7% | -0.4% | +17.1% | +17.1% |
| 3Y | +194.3% | +20.5% | +173.9% | +146.3% |
| 5Y | +103.0% | +3.8% | +99.3% | +93.6% |
| 10Y | +301.7% | +31.2% | +270.5% | +270.5% |
| All | +301.7% | +30.2% | +271.5% | +270.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling