+31.4%
VCIT vs A
+300.7%
-269.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.6% |
| 7D | -1.4% | +0.7% | -2.1% | -1.4% |
| 30D | +0.8% | +0.8% | 0.0% | +0.7% |
| 3M | -1.7% | +16.9% | -18.6% | -2.5% |
| 6M | -2.1% | +53.8% | -55.8% | -4.3% |
| YTD | -2.0% | +28.1% | -30.1% | -3.4% |
| 1Y | -1.5% | +15.0% | -16.5% | -2.4% |
| 3Y | +19.0% | +63.1% | -44.1% | +15.3% |
| 5Y | +3.8% | +11.5% | -7.7% | +1.7% |
| All | +31.4% | +300.7% | -269.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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