+343.3%
SPGI vs VCIT
+31.0%
+312.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.3% |
| 7D | +1.2% | -1.4% | +2.7% | +3.0% |
| 30D | +15.9% | +0.6% | +15.3% | +15.2% |
| 3M | +12.3% | -2.2% | +14.5% | +15.4% |
| 6M | +23.7% | -2.3% | +26.0% | +27.2% |
| YTD | -3.5% | -2.2% | -1.4% | -1.0% |
| 1Y | +0.4% | -1.4% | +1.8% | +2.1% |
| 3Y | +29.9% | +18.7% | +11.1% | +6.2% |
| 5Y | +15.2% | +3.6% | +11.6% | +7.2% |
| All | +343.3% | +31.0% | +312.3% | +362.7% |
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 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