+3.3%
VCIT vs AG
+18.5%
-15.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.3% |
| 7D | +0.5% | -2.9% | +3.3% | +0.5% |
| 30D | +2.1% | -15.1% | +17.2% | +2.5% |
| 3M | -1.6% | -15.4% | +13.8% | -1.2% |
| 6M | -1.6% | -21.9% | +20.3% | -1.2% |
| YTD | -1.5% | -10.4% | +8.9% | -1.9% |
| 1Y | -0.4% | +39.8% | -40.2% | -2.2% |
| 3Y | +19.6% | +209.5% | -190.0% | +12.2% |
| 5Y | +3.3% | +12.5% | -9.2% | -2.0% |
| All | +3.3% | +18.5% | -15.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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