+3.3%
VCIT vs AA
-12.1%
+15.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +0.3% |
| 7D | +0.5% | -3.7% | +4.1% | +0.5% |
| 30D | +2.1% | -10.8% | +12.9% | +2.3% |
| 3M | -1.6% | -19.1% | +17.5% | -1.2% |
| 6M | -1.6% | -38.7% | +37.1% | -0.7% |
| YTD | -1.5% | -27.1% | +25.6% | -1.1% |
| 1Y | -0.4% | +8.3% | -8.7% | -0.9% |
| 3Y | +19.6% | +49.6% | -30.0% | +17.0% |
| 5Y | +3.3% | -15.5% | +18.8% | +4.1% |
| All | +3.3% | -12.1% | +15.3% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling