+96.3%
VCIT vs AME
+1,414.5%
-1,318.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.2% | +0.3% |
| 7D | +0.5% | -11.4% | +11.9% | +0.6% |
| 30D | +2.1% | -12.1% | +14.2% | +2.2% |
| 3M | -1.6% | -12.3% | +10.8% | -1.4% |
| 6M | -1.6% | -4.6% | +3.1% | -1.6% |
| YTD | -1.5% | +9.1% | -10.6% | -1.7% |
| 1Y | -0.4% | +13.3% | -13.7% | -0.6% |
| 3Y | +19.6% | +58.2% | -38.6% | +18.9% |
| 5Y | +3.3% | +63.4% | -60.2% | +2.5% |
| 10Y | +28.9% | +436.7% | -407.8% | +30.9% |
| All | +96.3% | +1,414.5% | -1,318.2% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling