+3.8%
VCIT vs AMCR
-8.5%
+12.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.3% | -1.9% | +1.5% | -0.2% |
| 30D | -0.8% | -4.1% | +3.3% | -0.5% |
| 3M | -1.0% | +21.7% | -22.7% | -2.6% |
| 6M | -1.8% | +1.5% | -3.3% | -2.2% |
| YTD | -0.7% | +13.1% | -13.8% | -2.0% |
| 1Y | +1.0% | +13.0% | -12.0% | -0.4% |
| 3Y | +18.8% | +6.9% | +11.9% | +16.9% |
| All | +3.8% | -8.5% | +12.4% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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