+3.8%
VCIT vs AU
+668.7%
-664.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.1% |
| 7D | -0.3% | -3.6% | +3.3% | -0.2% |
| 30D | -0.8% | +23.9% | -24.6% | -1.7% |
| 3M | -1.0% | +19.1% | -20.1% | -1.9% |
| 6M | -1.8% | -0.2% | -1.7% | -2.2% |
| YTD | -0.7% | +32.5% | -33.2% | -2.5% |
| 1Y | +1.0% | +96.9% | -96.0% | -3.0% |
| 3Y | +18.8% | +614.7% | -595.9% | +4.3% |
| All | +3.8% | +668.7% | -664.8% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling