+4.6%
VCIT vs CHD
+31.9%
-27.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +1.5% | +12.2% | -10.7% | +0.7% |
| 3M | -1.0% | +9.3% | -10.3% | -1.5% |
| 6M | -1.7% | +24.3% | -25.9% | -3.0% |
| YTD | -1.4% | +34.9% | -36.2% | -3.2% |
| 1Y | -0.9% | +32.7% | -33.6% | -2.7% |
| 3Y | +19.8% | +29.4% | -9.6% | +17.3% |
| 5Y | +4.6% | +31.7% | -27.1% | +2.3% |
| All | +4.6% | +31.9% | -27.3% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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