+31.2%
VCIT vs AFL
+348.2%
-316.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | 0.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.7% |
| 30D | +1.8% | +9.3% | -7.5% | +1.4% |
| 3M | -1.1% | +1.0% | -2.1% | -1.2% |
| 6M | -1.7% | +11.8% | -13.5% | -2.2% |
| YTD | -1.1% | +15.3% | -16.5% | -1.8% |
| 1Y | -0.4% | +12.1% | -12.4% | -0.9% |
| 3Y | +20.5% | +65.0% | -44.5% | +17.4% |
| 5Y | +3.8% | +149.1% | -145.4% | -1.1% |
| 10Y | +31.2% | +340.9% | -309.7% | +21.3% |
| All | +31.2% | +348.2% | -316.9% | +21.3% |
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