+4.1%
VCIT vs BEN
+28.2%
-24.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -1.4% | +6.8% | -8.2% | -1.9% |
| 30D | +0.6% | +18.0% | -17.4% | -0.7% |
| 3M | -2.2% | +7.5% | -9.7% | -2.8% |
| 6M | -2.3% | +14.7% | -17.0% | -3.4% |
| YTD | -2.2% | +56.1% | -58.3% | -5.7% |
| 1Y | -1.4% | +69.6% | -71.0% | -5.5% |
| 3Y | +18.7% | +87.7% | -68.9% | +11.9% |
| All | +4.1% | +28.2% | -24.2% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling