+21.2%
VCIT vs ALC
+31.8%
-10.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | +0.1% | +4.9% | -4.8% | -0.3% |
| 30D | +1.9% | +19.0% | -17.0% | +0.6% |
| 3M | -1.4% | +7.8% | -9.2% | -2.1% |
| 6M | -2.1% | +14.6% | -16.7% | -3.2% |
| YTD | -1.6% | -4.4% | +2.8% | -1.6% |
| 1Y | -0.9% | +1.4% | -2.3% | -1.3% |
| 3Y | +20.0% | +2.5% | +17.5% | +18.7% |
| 5Y | +3.1% | -10.9% | +14.0% | +2.1% |
| All | +21.2% | +31.8% | -10.6% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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