+30.6%
VCIT vs BEN
+70.4%
-39.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.3% | -0.1% |
| 7D | +0.7% | +12.2% | -11.5% | +0.3% |
| 30D | +1.8% | +12.1% | -10.3% | +1.4% |
| 3M | -1.6% | +7.3% | -8.9% | -1.8% |
| 6M | -2.1% | +17.9% | -20.0% | -2.7% |
| YTD | -1.6% | +55.4% | -57.0% | -3.1% |
| 1Y | -0.8% | +69.3% | -70.1% | -2.6% |
| 3Y | +19.9% | +82.8% | -62.9% | +17.3% |
| 5Y | +3.3% | +28.8% | -25.5% | +1.0% |
| 10Y | +30.6% | +53.9% | -23.2% | +27.3% |
| All | +30.6% | +70.4% | -39.8% | +27.3% |
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