+29.3%
VCIT vs CNI
+127.4%
-98.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.1% | +2.5% | -2.4% | 0.0% |
| 30D | -0.8% | -2.5% | +1.7% | -0.6% |
| 3M | -0.5% | +2.7% | -3.2% | -0.7% |
| 6M | -1.4% | +16.9% | -18.3% | -2.2% |
| YTD | -0.8% | +26.3% | -27.1% | -2.0% |
| 1Y | +0.3% | +31.1% | -30.8% | -1.1% |
| 3Y | +19.2% | +21.1% | -1.9% | +17.8% |
| 5Y | +3.6% | +11.0% | -7.4% | +2.5% |
| 10Y | +29.3% | +128.1% | -98.9% | +24.7% |
| All | +29.3% | +127.4% | -98.1% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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