+96.1%
VCIT vs AU
+157.9%
-61.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.3% |
| 7D | +0.1% | +16.5% | -16.4% | -0.4% |
| 30D | +1.9% | +3.3% | -1.3% | +1.8% |
| 3M | -1.4% | +6.8% | -8.3% | -1.7% |
| 6M | -2.1% | -3.9% | +1.8% | -2.2% |
| YTD | -1.6% | +12.9% | -14.6% | -2.4% |
| 1Y | -0.9% | +43.5% | -44.4% | -2.5% |
| 3Y | +20.0% | +445.5% | -425.6% | +12.7% |
| 5Y | +3.1% | +469.0% | -465.8% | -3.8% |
| 10Y | +28.7% | +698.3% | -669.6% | +18.0% |
| All | +96.1% | +157.9% | -61.8% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling