+98.0%
VCIT vs COO
+779.9%
-681.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | -0.3% | -2.2% | +1.9% | -0.3% |
| 30D | -0.8% | -7.0% | +6.3% | -0.6% |
| 3M | -1.0% | +12.2% | -13.2% | -1.3% |
| 6M | -1.8% | -15.1% | +13.3% | -1.5% |
| YTD | -0.7% | -15.1% | +14.4% | -0.3% |
| 1Y | +1.0% | +2.3% | -1.4% | +0.8% |
| 3Y | +18.8% | -23.7% | +42.5% | +19.3% |
| 5Y | +3.5% | -38.9% | +42.4% | +3.6% |
| 10Y | +29.2% | +49.9% | -20.7% | +30.3% |
| All | +98.0% | +779.9% | -681.9% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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