+30.6%
VCIT vs ESI
+323.5%
-292.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.1% | -0.1% |
| 7D | +0.7% | -3.5% | +4.2% | +0.8% |
| 30D | +1.8% | -9.3% | +11.0% | +2.0% |
| 3M | -1.6% | -12.8% | +11.2% | -1.3% |
| 6M | -2.1% | -24.6% | +22.5% | -1.5% |
| YTD | -1.6% | +32.7% | -34.3% | -2.6% |
| 1Y | -0.8% | +20.3% | -21.1% | -1.6% |
| 3Y | +19.9% | +80.2% | -60.3% | +17.4% |
| 5Y | +3.3% | +40.0% | -36.6% | +1.1% |
| 10Y | +30.6% | +310.8% | -280.1% | +26.0% |
| All | +30.6% | +323.5% | -292.8% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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