+96.3%
VCIT vs BEN
+65.7%
+30.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +2.1% | -0.7% | +2.8% | +2.1% |
| 3M | -1.6% | -6.8% | +5.2% | -1.5% |
| 6M | -1.6% | +7.9% | -9.5% | -1.7% |
| YTD | -1.5% | +39.6% | -41.1% | -2.1% |
| 1Y | -0.4% | +48.5% | -48.9% | -1.0% |
| 3Y | +19.6% | +55.7% | -36.1% | +18.6% |
| 5Y | +3.3% | +15.1% | -11.9% | +2.1% |
| 10Y | +28.9% | +57.4% | -28.5% | +28.0% |
| All | +96.3% | +65.7% | +30.6% | +97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling