+3.3%
VCIT vs ACM
+1.8%
+1.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.3% |
| 7D | +0.5% | +5.1% | -4.6% | +0.2% |
| 30D | +2.1% | +11.5% | -9.4% | +1.6% |
| 3M | -1.6% | -10.5% | +8.9% | -1.2% |
| 6M | -1.6% | -20.4% | +18.8% | -0.8% |
| YTD | -1.5% | -28.9% | +27.3% | -0.3% |
| 1Y | -0.4% | -48.7% | +48.3% | +2.4% |
| 3Y | +19.6% | -12.5% | +32.1% | +18.6% |
| 5Y | +3.3% | +0.5% | +2.7% | +1.7% |
| All | +3.3% | +1.8% | +1.5% | +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