+7.6%
VCIT vs ACI
+25.9%
-18.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | -0.8% | +5.9% | -6.7% | -0.9% |
| 3M | -1.0% | -19.8% | +18.8% | -0.7% |
| 6M | -1.8% | -24.7% | +22.9% | -1.5% |
| YTD | -0.7% | -24.4% | +23.7% | -0.4% |
| 1Y | +1.0% | -31.5% | +32.5% | +1.5% |
| 3Y | +18.8% | -38.7% | +57.5% | +19.6% |
| 5Y | +3.5% | -42.8% | +46.3% | +4.0% |
| All | +7.6% | +25.9% | -18.3% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling