+28.9%
VCIT vs EAT
+378.4%
-349.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | -0.1% |
| 7D | +0.1% | -2.6% | +2.7% | +0.2% |
| 30D | +1.9% | +11.5% | -9.6% | +1.6% |
| 3M | -1.4% | -9.1% | +7.7% | -1.3% |
| 6M | -2.1% | +40.4% | -42.6% | -3.0% |
| YTD | -1.6% | +43.9% | -45.6% | -2.7% |
| 1Y | -0.9% | +101.9% | -102.9% | -2.8% |
| 3Y | +20.0% | +489.9% | -469.9% | +14.1% |
| 5Y | +3.1% | +362.6% | -359.5% | -2.1% |
| All | +28.9% | +378.4% | -349.5% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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