+29.3%
VCIT vs AFL
+294.8%
-265.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | 0.0% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | -0.8% | -7.1% | +6.4% | -0.4% |
| 3M | -0.5% | +0.4% | -1.0% | -0.6% |
| 6M | -1.4% | +4.5% | -5.9% | -1.6% |
| YTD | -0.8% | +6.1% | -6.8% | -1.1% |
| 1Y | +0.3% | +10.6% | -10.3% | -0.2% |
| 3Y | +19.2% | +64.0% | -44.8% | +16.2% |
| 5Y | +3.6% | +133.7% | -130.2% | -0.9% |
| 10Y | +29.3% | +298.0% | -268.8% | +20.8% |
| All | +29.3% | +294.8% | -265.5% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 10y: compounded portfolio wealth divided by compounded AFL 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…
10y analysis · Full analysis span regression · 6 months rolling