+30.6%
VCIT vs BEN
+55.0%
-24.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.8% | -0.7% |
| 7D | +0.1% | +12.1% | -12.0% | -0.3% |
| 30D | +1.1% | +13.4% | -12.3% | +0.7% |
| 3M | -1.4% | +9.4% | -10.7% | -1.7% |
| 6M | -2.3% | +19.3% | -21.6% | -2.9% |
| YTD | -1.8% | +57.3% | -59.1% | -3.3% |
| 1Y | -1.0% | +69.1% | -70.1% | -2.8% |
| 3Y | +19.3% | +85.6% | -66.4% | +16.5% |
| 5Y | +3.8% | +32.9% | -29.1% | +1.4% |
| 10Y | +30.6% | +58.3% | -27.8% | +27.2% |
| All | +30.6% | +55.0% | -24.4% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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