+21.4%
VCIT vs ALC
+34.7%
-13.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +0.5% | +7.6% | -7.2% | -0.1% |
| 30D | +2.1% | +21.1% | -19.1% | +0.6% |
| 3M | -1.6% | +8.5% | -10.0% | -2.2% |
| 6M | -1.6% | +2.8% | -4.4% | -2.0% |
| YTD | -1.5% | -2.4% | +0.9% | -1.6% |
| 1Y | -0.4% | +3.5% | -3.9% | -0.9% |
| 3Y | +19.6% | +4.2% | +15.4% | +18.2% |
| 5Y | +3.3% | -9.0% | +12.3% | +2.0% |
| All | +21.4% | +34.7% | -13.3% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling