+532.2%
LNG vs VCIT
+29.0%
+503.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.5% |
| 7D | -6.2% | +0.1% | -6.2% | -6.2% |
| 30D | +8.0% | -0.8% | +8.8% | +8.2% |
| 3M | +16.9% | -0.5% | +17.4% | +17.0% |
| 6M | +8.7% | -1.4% | +10.1% | +9.0% |
| YTD | +43.0% | -0.8% | +43.8% | +43.1% |
| 1Y | +19.4% | +0.3% | +19.1% | +19.1% |
| 3Y | +74.7% | +19.2% | +55.5% | +63.8% |
| 5Y | +222.4% | +3.6% | +218.8% | +212.2% |
| 10Y | +532.2% | +29.3% | +502.9% | +606.8% |
| All | +532.2% | +29.0% | +503.3% | +606.8% |
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 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