+3.3%
VCIT vs CG
-21.0%
+24.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.5% | +6.8% | +0.6% |
| 7D | +0.5% | -1.5% | +2.0% | +0.5% |
| 30D | +2.1% | +2.8% | -0.7% | +1.9% |
| 3M | -1.6% | -19.2% | +17.7% | -0.5% |
| 6M | -1.6% | -21.0% | +19.4% | -0.5% |
| YTD | -1.5% | -31.0% | +29.5% | +0.2% |
| 1Y | -0.4% | -21.1% | +20.7% | +0.5% |
| 3Y | +19.6% | +48.8% | -29.2% | +13.6% |
| 5Y | +3.3% | -21.5% | +24.8% | -1.0% |
| All | +3.3% | -21.0% | +24.3% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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