+3.8%
VCIT vs ALL
+145.6%
-141.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +0.7% | -3.9% | +4.6% | +0.8% |
| 30D | +1.8% | +10.6% | -8.8% | +1.6% |
| 3M | -1.1% | -4.6% | +3.4% | -1.1% |
| 6M | -1.7% | +20.2% | -21.9% | -2.1% |
| YTD | -1.1% | +23.7% | -24.8% | -1.7% |
| 1Y | -0.4% | +27.9% | -28.3% | -1.0% |
| 3Y | +20.5% | +109.2% | -88.7% | +18.1% |
| 5Y | +3.8% | +148.0% | -144.2% | +2.4% |
| All | +3.8% | +145.6% | -141.8% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling