+36.6%
VALE vs VCIT
+4.1%
+32.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +5.1% | -0.8% | +5.9% | +5.8% |
| 3M | -0.4% | -1.0% | +0.6% | +0.5% |
| 6M | -2.2% | -1.8% | -0.4% | -0.6% |
| YTD | +20.5% | -0.7% | +21.2% | +21.5% |
| 1Y | +61.2% | +1.0% | +60.2% | +60.6% |
| 3Y | +43.1% | +18.8% | +24.3% | +28.9% |
| All | +36.6% | +4.1% | +32.5% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling