+222.3%
VALE vs VCIT
+30.2%
+192.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | +5.6% | +0.7% | +4.8% | +4.8% |
| 30D | -12.1% | +1.8% | -13.9% | -13.6% |
| 3M | -16.3% | -1.1% | -15.2% | -15.4% |
| 6M | -26.0% | -1.7% | -24.3% | -24.7% |
| YTD | -5.5% | -1.1% | -4.4% | -4.2% |
| 1Y | +6.7% | -0.4% | +7.1% | +7.4% |
| 3Y | +10.2% | +20.5% | -10.3% | -5.7% |
| 5Y | +49.7% | +3.8% | +46.0% | +47.0% |
| 10Y | +222.3% | +31.2% | +191.0% | +222.9% |
| All | +222.3% | +30.2% | +192.0% | +222.9% |
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