+31.2%
VCIT vs ENB
+109.5%
-78.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -1.4% | +3.1% | -4.6% | -1.6% |
| 30D | +0.6% | +2.1% | -1.6% | +0.4% |
| 3M | -2.2% | -4.4% | +2.2% | -2.0% |
| 6M | -2.3% | -10.1% | +7.7% | -1.7% |
| YTD | -2.2% | +5.2% | -7.4% | -2.6% |
| 1Y | -1.4% | +4.2% | -5.6% | -1.7% |
| 3Y | +18.7% | +70.1% | -51.3% | +14.6% |
| 5Y | +3.6% | +59.4% | -55.8% | +0.2% |
| All | +31.2% | +109.5% | -78.3% | +23.6% |
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