+3.8%
VCIT vs ACI
-41.1%
+44.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | 0.0% |
| 7D | +0.7% | -5.9% | +6.6% | +0.9% |
| 30D | +1.8% | +7.2% | -5.4% | +1.6% |
| 3M | -1.1% | +8.8% | -10.0% | -1.3% |
| 6M | -1.7% | -17.2% | +15.5% | -1.4% |
| YTD | -1.1% | -21.3% | +20.1% | -0.8% |
| 1Y | -0.4% | -23.7% | +23.4% | +0.1% |
| 3Y | +20.5% | -32.8% | +53.3% | +21.4% |
| 5Y | +3.8% | -41.4% | +45.2% | +4.3% |
| All | +3.8% | -41.1% | +44.9% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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