+30.6%
VCIT vs ENB
+99.3%
-68.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.2% |
| 30D | +1.1% | +2.5% | -1.4% | +1.0% |
| 3M | -1.4% | -5.8% | +4.4% | -1.0% |
| 6M | -2.3% | -8.5% | +6.2% | -1.8% |
| YTD | -1.8% | +3.9% | -5.7% | -2.2% |
| 1Y | -1.0% | +3.7% | -4.7% | -1.4% |
| 3Y | +19.3% | +70.1% | -50.8% | +15.1% |
| 5Y | +3.8% | +53.2% | -49.4% | +0.6% |
| 10Y | +30.6% | +100.2% | -69.6% | +23.4% |
| All | +30.6% | +99.3% | -68.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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