+3.8%
VCIT vs ALB
-62.4%
+66.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.7% | +9.5% | -8.7% | +0.5% |
| 30D | +1.8% | -2.1% | +3.9% | +1.8% |
| 3M | -1.1% | -24.1% | +23.0% | -0.6% |
| 6M | -1.7% | -51.0% | +49.3% | -0.3% |
| YTD | -1.1% | -29.3% | +28.2% | -0.7% |
| 1Y | -0.4% | +3.2% | -3.5% | -0.8% |
| 3Y | +20.5% | -9.3% | +29.8% | +19.2% |
| 5Y | +3.8% | -61.6% | +65.4% | +4.4% |
| All | +3.8% | -62.4% | +66.1% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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