+28.8%
VCIT vs CPB
-47.3%
+76.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.1% |
| 7D | -0.3% | -8.6% | +8.2% | -0.2% |
| 30D | -0.8% | -7.2% | +6.5% | -0.6% |
| 3M | -1.0% | +0.9% | -1.9% | -1.1% |
| 6M | -1.8% | -11.8% | +10.0% | -1.6% |
| YTD | -0.7% | -19.4% | +18.7% | -0.3% |
| 1Y | +1.0% | -30.4% | +31.4% | +1.7% |
| 3Y | +18.8% | -40.2% | +59.0% | +20.0% |
| 5Y | +3.5% | -39.5% | +43.0% | +4.5% |
| All | +28.8% | -47.3% | +76.1% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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