+29.3%
VCIT vs CRS
+1,306.2%
-1,276.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | 0.0% |
| 7D | +0.1% | -3.1% | +3.2% | +0.2% |
| 30D | -0.8% | -19.6% | +18.8% | -0.2% |
| 3M | -0.5% | -8.1% | +7.6% | -0.4% |
| 6M | -1.4% | +18.6% | -19.9% | -1.9% |
| YTD | -0.8% | +45.9% | -46.6% | -1.9% |
| 1Y | +0.3% | +82.5% | -82.2% | -1.5% |
| 3Y | +19.2% | +648.9% | -629.7% | +12.1% |
| 5Y | +3.6% | +1,438.1% | -1,434.5% | -5.1% |
| 10Y | +29.3% | +1,327.0% | -1,297.7% | +14.9% |
| All | +29.3% | +1,306.2% | -1,276.9% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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