+31.2%
VCIT vs AGI
+349.0%
-317.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | 0.0% |
| 7D | +0.7% | +17.4% | -16.7% | +0.2% |
| 30D | +1.8% | -0.9% | +2.7% | +1.8% |
| 3M | -1.1% | -1.6% | +0.5% | -1.2% |
| 6M | -1.7% | -24.7% | +23.0% | -0.9% |
| YTD | -1.1% | -15.3% | +14.1% | -1.1% |
| 1Y | -0.4% | +5.5% | -5.9% | -1.1% |
| 3Y | +20.5% | +154.5% | -134.0% | +15.2% |
| 5Y | +3.8% | +310.6% | -306.9% | -2.8% |
| 10Y | +31.2% | +362.7% | -331.5% | +21.2% |
| All | +31.2% | +349.0% | -317.7% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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