-0.9%
VCIT vs BEN
+54.9%
-55.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -0.4% |
| 7D | +0.1% | +6.6% | -6.5% | -0.3% |
| 30D | +1.9% | +3.8% | -1.9% | +1.6% |
| 3M | -1.4% | +0.2% | -1.7% | -1.5% |
| 6M | -2.1% | +10.4% | -12.6% | -2.8% |
| YTD | -1.6% | +46.2% | -47.8% | -4.1% |
| 1Y | -0.9% | +52.3% | -53.2% | -3.6% |
| All | -0.9% | +54.9% | -55.8% | -3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling