+29.3%
VCIT vs AGI
+373.6%
-344.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +0.1% | +4.4% | -4.3% | -0.1% |
| 30D | -0.8% | +10.0% | -10.7% | -1.1% |
| 3M | -0.5% | +1.7% | -2.3% | -0.7% |
| 6M | -1.4% | -26.8% | +25.4% | -0.6% |
| YTD | -0.8% | -5.3% | +4.5% | -1.0% |
| 1Y | +0.3% | +11.5% | -11.2% | -0.6% |
| 3Y | +19.2% | +212.9% | -193.7% | +13.3% |
| 5Y | +3.6% | +388.8% | -385.2% | -3.3% |
| 10Y | +29.3% | +383.6% | -354.3% | +19.1% |
| All | +29.3% | +373.6% | -344.3% | +19.1% |
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