+28.8%
VCIT vs AME
+416.5%
-387.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -0.3% | +0.6% | -1.0% | -0.4% |
| 30D | -0.8% | -6.7% | +5.9% | -0.5% |
| 3M | -1.0% | +4.1% | -5.1% | -1.2% |
| 6M | -1.8% | +1.6% | -3.4% | -2.0% |
| YTD | -0.7% | +16.1% | -16.8% | -1.3% |
| 1Y | +1.0% | +27.3% | -26.3% | 0.0% |
| 3Y | +18.8% | +50.9% | -32.0% | +16.7% |
| 5Y | +3.5% | +81.4% | -77.9% | +0.6% |
| All | +28.8% | +416.5% | -387.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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