+0.2%
VCIT vs AUR
+13.8%
-13.6%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -0.2% | +11.1% | -11.3% | -0.3% |
| 30D | -0.5% | -6.9% | +6.4% | -0.4% |
| 3M | -0.9% | +5.5% | -6.5% | -1.1% |
| 6M | -1.9% | +41.0% | -42.9% | -2.5% |
| YTD | -1.0% | +69.3% | -70.2% | -1.7% |
| 1Y | +0.2% | +14.0% | -13.8% | -0.4% |
| All | +0.2% | +13.8% | -13.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 1y: compounded portfolio wealth divided by compounded AUR 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…
1y analysis · Full analysis span regression · 6 months rolling