+3.5%
VCIT vs ACM
-2.7%
+6.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +0.1% | +5.4% | -5.3% | -0.1% |
| 30D | +1.9% | +15.1% | -13.2% | +1.3% |
| 3M | -1.4% | -10.5% | +9.0% | -1.1% |
| 6M | -2.1% | -19.7% | +17.6% | -1.4% |
| YTD | -1.6% | -28.8% | +27.2% | -0.5% |
| 1Y | -0.9% | -47.9% | +47.0% | +1.8% |
| 3Y | +20.0% | -12.4% | +32.3% | +19.0% |
| All | +3.5% | -2.7% | +6.2% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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