+6.5%
VCIT vs ACI
+39.5%
-33.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.5% |
| 7D | +0.4% | +4.5% | -4.0% | +0.4% |
| 30D | +2.2% | +20.9% | -18.7% | +1.9% |
| 3M | -1.8% | +15.2% | -17.1% | -2.1% |
| 6M | -1.6% | -13.3% | +11.7% | -1.5% |
| YTD | -1.7% | -16.2% | +14.5% | -1.6% |
| 1Y | -0.8% | -16.9% | +16.0% | -0.7% |
| 3Y | +19.3% | -30.8% | +50.1% | +19.8% |
| 5Y | +3.5% | -39.4% | +42.9% | +3.9% |
| All | +6.5% | +39.5% | -33.1% | +5.9% |
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