+3.8%
VCIT vs ALL
+118.4%
-114.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | -0.3% | 0.0% | -0.4% | -0.3% |
| 30D | -0.8% | -1.5% | +0.7% | -0.7% |
| 3M | -1.0% | +23.6% | -24.6% | -1.5% |
| 6M | -1.8% | +22.3% | -24.2% | -2.3% |
| YTD | -0.7% | +26.5% | -27.2% | -1.2% |
| 1Y | +1.0% | +27.0% | -26.0% | +0.4% |
| 3Y | +18.8% | +149.6% | -130.7% | +16.3% |
| All | +3.8% | +118.4% | -114.6% | +2.5% |
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