+28.8%
VCIT vs ALLY
+191.1%
-162.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | +3.7% | -4.0% | -0.5% |
| 30D | -0.8% | -2.3% | +1.5% | -0.7% |
| 3M | -1.0% | +3.8% | -4.8% | -1.2% |
| 6M | -1.8% | +9.7% | -11.6% | -2.3% |
| YTD | -0.7% | -1.4% | +0.7% | -0.8% |
| 1Y | +1.0% | +8.2% | -7.3% | +0.5% |
| 3Y | +18.8% | +66.5% | -47.6% | +15.6% |
| 5Y | +3.5% | +1.2% | +2.3% | +1.7% |
| All | +28.8% | +191.1% | -162.4% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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