+20.1%
VCIT vs CPB
-35.1%
+55.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | +0.5% | +11.6% | -11.1% | 0.0% |
| 30D | +2.1% | +23.3% | -21.2% | +1.3% |
| 3M | -1.6% | +1.6% | -3.2% | -1.7% |
| 6M | -1.6% | +13.9% | -15.5% | -2.2% |
| YTD | -1.5% | -11.7% | +10.2% | -1.2% |
| 1Y | -0.4% | -18.2% | +17.8% | +0.2% |
| All | +20.1% | -35.1% | +55.3% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling