+3.8%
VCIT vs A
+12.3%
-8.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.5% |
| 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% | -2.8% |
| 6M | -2.1% | +53.8% | -55.8% | -5.0% |
| YTD | -2.0% | +28.1% | -30.1% | -3.8% |
| 1Y | -1.5% | +15.0% | -16.5% | -2.6% |
| 3Y | +19.0% | +63.1% | -44.1% | +13.6% |
| 5Y | +3.8% | +11.5% | -7.7% | +0.4% |
| All | +3.8% | +12.3% | -8.5% | +0.4% |
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