+15,400.9%
LNG vs VCIT
+98.3%
+15,302.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.4% | -0.3% | +3.8% | +3.4% |
| 30D | +14.9% | -0.8% | +15.6% | +14.8% |
| 3M | +21.4% | -1.0% | +22.4% | +21.4% |
| 6M | +17.8% | -1.8% | +19.6% | +17.8% |
| YTD | +51.3% | -0.7% | +52.0% | +51.3% |
| 1Y | +24.4% | +1.0% | +23.5% | +24.4% |
| 3Y | +79.7% | +18.8% | +60.8% | +79.7% |
| 5Y | +241.3% | +3.5% | +237.8% | +229.6% |
| 10Y | +603.1% | +29.2% | +573.9% | +684.1% |
| All | +15,400.9% | +98.3% | +15,302.6% | +34,786.0% |
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