+31.2%
VCIT vs ALL
+377.9%
-346.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -1.4% | +5.0% | -6.5% | -1.6% |
| 30D | +0.6% | +13.3% | -12.8% | +0.1% |
| 3M | -2.2% | +3.2% | -5.4% | -2.4% |
| 6M | -2.3% | +25.3% | -27.7% | -3.3% |
| YTD | -2.2% | +30.5% | -32.6% | -3.3% |
| 1Y | -1.4% | +29.2% | -30.6% | -2.5% |
| 3Y | +18.7% | +119.1% | -100.4% | +14.5% |
| 5Y | +3.6% | +162.6% | -159.0% | -1.3% |
| All | +31.2% | +377.9% | -346.7% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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