+3.3%
VCIT vs ALK
-33.9%
+37.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.3% |
| 7D | +0.5% | +7.1% | -6.6% | +0.2% |
| 30D | +2.1% | -3.0% | +5.1% | +2.1% |
| 3M | -1.6% | -25.6% | +24.1% | -0.6% |
| 6M | -1.6% | +0.5% | -2.1% | -1.8% |
| YTD | -1.5% | -23.1% | +21.5% | -1.1% |
| 1Y | -0.4% | -7.5% | +7.2% | -0.6% |
| 3Y | +19.6% | +15.3% | +4.3% | +16.6% |
| 5Y | +3.3% | -34.8% | +38.1% | +1.2% |
| All | +3.3% | -33.9% | +37.2% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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