+3.3%
VCIT vs A
+16.0%
-12.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.1% |
| 7D | +0.7% | +4.8% | -4.0% | +0.4% |
| 30D | +1.8% | +5.6% | -3.8% | +1.4% |
| 3M | -1.6% | +23.6% | -25.2% | -2.9% |
| 6M | -2.1% | +56.4% | -58.5% | -5.1% |
| YTD | -1.6% | +33.4% | -35.0% | -3.6% |
| 1Y | -0.8% | +23.7% | -24.5% | -2.4% |
| 3Y | +19.9% | +71.0% | -51.1% | +14.1% |
| 5Y | +3.3% | +16.8% | -13.5% | -0.3% |
| All | +3.3% | +16.0% | -12.7% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling