+2.0%
VALE vs VCIT
-1.0%
+3.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -1.7% |
| 7D | +5.5% | +0.1% | +5.4% | +5.3% |
| 30D | -15.0% | +1.1% | -16.1% | -17.4% |
| 3M | -20.0% | -1.4% | -18.7% | -16.5% |
| 6M | -28.4% | -2.3% | -26.1% | -22.6% |
| YTD | -8.6% | -1.8% | -6.8% | -2.8% |
| 1Y | +2.0% | -1.0% | +3.0% | +6.5% |
| All | +2.0% | -1.0% | +3.0% | +6.5% |
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