+19.4%
LNG vs VCIT
+0.1%
+19.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.7% |
| 7D | -6.2% | +0.1% | -6.2% | -6.0% |
| 30D | +8.0% | -0.8% | +8.8% | +6.3% |
| 3M | +16.9% | -0.5% | +17.4% | +15.8% |
| 6M | +8.7% | -1.4% | +10.1% | +7.2% |
| YTD | +43.0% | -0.8% | +43.8% | +40.5% |
| 1Y | +19.4% | +0.3% | +19.1% | +18.8% |
| All | +19.4% | +0.1% | +19.3% | +18.8% |
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 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