+4.6%
VCIT vs ALLY
-8.7%
+13.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.1% |
| 7D | -0.5% | -2.8% | +2.3% | -0.4% |
| 30D | +1.5% | +1.9% | -0.4% | +1.4% |
| 3M | -1.0% | -12.1% | +11.2% | -0.4% |
| 6M | -1.7% | -9.0% | +7.3% | -1.3% |
| YTD | -1.4% | -12.9% | +11.6% | -0.8% |
| 1Y | -0.9% | -0.1% | -0.9% | -1.1% |
| 3Y | +19.8% | +64.6% | -44.8% | +15.6% |
| 5Y | +4.6% | -10.1% | +14.7% | +1.6% |
| All | +4.6% | -8.7% | +13.3% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling