+31.5%
VCIT vs AGI
+355.0%
-323.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.1% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +1.5% | -7.6% | +9.1% | +1.7% |
| 3M | -1.0% | -10.2% | +9.3% | -0.7% |
| 6M | -1.7% | -31.5% | +29.8% | -0.6% |
| YTD | -1.4% | -22.0% | +20.6% | -1.0% |
| 1Y | -0.9% | -7.9% | +7.0% | -1.2% |
| 3Y | +19.8% | +137.6% | -117.8% | +14.8% |
| 5Y | +4.6% | +256.7% | -252.1% | -1.6% |
| 10Y | +31.5% | +405.2% | -373.7% | +21.1% |
| All | +31.5% | +355.0% | -323.4% | +21.1% |
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