+96.3%
VCIT vs ENB
+407.5%
-311.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | +0.5% | -2.4% | +2.8% | +0.5% |
| 30D | +2.1% | +3.4% | -1.3% | +2.0% |
| 3M | -1.6% | -6.1% | +4.5% | -1.4% |
| 6M | -1.6% | -10.0% | +8.5% | -1.2% |
| YTD | -1.5% | +4.7% | -6.2% | -1.7% |
| 1Y | -0.4% | +7.5% | -7.9% | -0.7% |
| 3Y | +19.6% | +69.1% | -49.6% | +17.3% |
| 5Y | +3.3% | +50.4% | -47.1% | +1.5% |
| 10Y | +28.9% | +108.0% | -79.1% | +25.1% |
| All | +96.3% | +407.5% | -311.2% | +97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling