+31.2%
VCIT vs AFL
+339.8%
-308.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.2% |
| 7D | -1.4% | +2.9% | -4.3% | -1.6% |
| 30D | +0.6% | +8.0% | -7.4% | +0.2% |
| 3M | -2.2% | +5.9% | -8.1% | -2.5% |
| 6M | -2.3% | +11.6% | -14.0% | -2.8% |
| YTD | -2.2% | +17.5% | -19.7% | -3.0% |
| 1Y | -1.4% | +13.3% | -14.6% | -2.0% |
| 3Y | +18.7% | +67.0% | -48.3% | +15.7% |
| 5Y | +3.6% | +150.6% | -147.1% | -1.3% |
| All | +31.2% | +339.8% | -308.6% | +21.0% |
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