+3.3%
VCIT vs CP
+27.2%
-23.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +0.5% | +6.1% | -5.6% | 0.0% |
| 30D | +2.1% | +9.8% | -7.7% | +1.4% |
| 3M | -1.6% | +2.7% | -4.3% | -1.8% |
| 6M | -1.6% | +12.8% | -14.4% | -2.5% |
| YTD | -1.5% | +28.2% | -29.7% | -3.3% |
| 1Y | -0.4% | +34.1% | -34.5% | -2.5% |
| 3Y | +19.6% | +28.9% | -9.3% | +16.8% |
| 5Y | +3.3% | +27.1% | -23.8% | +0.3% |
| All | +3.3% | +27.2% | -23.9% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling