+51.3%
VCIT vs AMC
-98.1%
+149.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | 0.0% |
| 7D | -0.3% | +2.3% | -2.7% | -0.4% |
| 30D | -0.8% | -0.7% | 0.0% | -0.8% |
| 3M | -1.0% | +35.2% | -36.2% | -1.1% |
| 6M | -1.8% | +124.6% | -126.4% | -2.0% |
| YTD | -0.7% | +69.9% | -70.6% | -0.9% |
| 1Y | +1.0% | -2.6% | +3.6% | +0.9% |
| 3Y | +18.8% | -79.8% | +98.6% | +18.9% |
| 5Y | +3.5% | -99.4% | +102.9% | +3.6% |
| 10Y | +29.2% | -98.9% | +128.1% | +28.3% |
| All | +51.3% | -98.1% | +149.4% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 all: compounded portfolio wealth divided by compounded AMC 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…
all analysis · Full analysis span regression · 6 months rolling