+98.0%
VCIT vs AGI
+264.9%
-166.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | -0.8% | +18.2% | -19.0% | -1.2% |
| 3M | -1.0% | -4.1% | +3.1% | -1.0% |
| 6M | -1.8% | -28.7% | +26.9% | -1.3% |
| YTD | -0.7% | -4.0% | +3.3% | -0.9% |
| 1Y | +1.0% | +17.4% | -16.4% | +0.3% |
| 3Y | +18.8% | +203.0% | -184.2% | +15.1% |
| 5Y | +3.5% | +376.7% | -373.2% | -1.0% |
| 10Y | +29.2% | +407.5% | -378.3% | +22.3% |
| All | +98.0% | +264.9% | -166.9% | +88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling