-0.8%
VCIT vs AA
+13.9%
-14.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | +0.6% |
| 7D | +0.4% | +0.9% | -0.5% | +0.4% |
| 30D | +2.2% | -6.4% | +8.6% | +2.3% |
| 3M | -1.8% | -13.0% | +11.1% | -1.6% |
| 6M | -1.6% | -34.6% | +33.0% | -1.1% |
| YTD | -1.7% | -23.0% | +21.3% | -1.5% |
| 1Y | -0.8% | +16.0% | -16.8% | -1.3% |
| All | -0.8% | +13.9% | -14.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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