+20.1%
VCIT vs CP
+28.7%
-8.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +0.5% | +6.1% | -5.6% | +0.1% |
| 30D | +2.1% | +9.8% | -7.7% | +1.5% |
| 3M | -1.6% | +2.7% | -4.3% | -1.8% |
| 6M | -1.6% | +12.8% | -14.4% | -2.3% |
| YTD | -1.5% | +28.2% | -29.7% | -3.0% |
| 1Y | -0.4% | +34.1% | -34.5% | -2.2% |
| All | +20.1% | +28.7% | -8.6% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 3y: compounded portfolio wealth divided by compounded CP 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…
3y analysis · Full analysis span regression · 6 months rolling