+3.3%
VCIT vs ELF
+259.2%
-256.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.6% | +0.3% |
| 7D | +0.5% | -2.7% | +3.2% | +0.5% |
| 30D | +2.1% | +6.9% | -4.8% | +2.0% |
| 3M | -1.6% | +27.2% | -28.8% | -2.0% |
| 6M | -1.6% | +84.9% | -86.5% | -2.8% |
| YTD | -1.5% | +44.5% | -46.0% | -2.4% |
| 1Y | -0.4% | -6.8% | +6.4% | -0.6% |
| 3Y | +19.6% | +14.2% | +5.3% | +16.7% |
| 5Y | +3.3% | +250.6% | -247.4% | -6.5% |
| All | +3.3% | +259.2% | -256.0% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 ELF 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