+28.8%
VCIT vs CF
+569.3%
-540.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | 0.0% |
| 7D | -0.3% | +6.0% | -6.4% | -0.4% |
| 30D | -0.8% | +14.8% | -15.6% | -0.9% |
| 3M | -1.0% | +14.1% | -15.1% | -1.1% |
| 6M | -1.8% | +28.5% | -30.4% | -2.1% |
| YTD | -0.7% | +74.9% | -75.6% | -1.4% |
| 1Y | +1.0% | +61.7% | -60.7% | +0.3% |
| 3Y | +18.8% | +80.3% | -61.5% | +17.8% |
| 5Y | +3.5% | +226.0% | -222.5% | +1.2% |
| All | +28.8% | +569.3% | -540.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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