+29.8%
VCIT vs AU
+684.1%
-654.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -0.2% | +0.6% | -0.8% | -0.2% |
| 30D | -0.5% | +12.3% | -12.8% | -1.0% |
| 3M | -0.9% | +29.4% | -30.3% | -2.1% |
| 6M | -1.9% | +3.2% | -5.1% | -2.4% |
| YTD | -1.0% | +31.8% | -32.8% | -2.6% |
| 1Y | +0.2% | +83.4% | -83.2% | -3.0% |
| 3Y | +19.0% | +623.1% | -604.1% | +7.3% |
| 5Y | +3.1% | +700.5% | -697.5% | -8.1% |
| 10Y | +29.8% | +717.6% | -687.8% | +13.3% |
| All | +29.8% | +684.1% | -654.3% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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