+4.5%
VCIT vs ETR
+158.7%
-154.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | 0.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +1.5% | +7.7% | -6.2% | +0.9% |
| 3M | -1.0% | +5.7% | -6.7% | -1.4% |
| 6M | -1.7% | -0.3% | -1.4% | -1.7% |
| YTD | -1.4% | +23.4% | -24.7% | -3.0% |
| 1Y | -0.9% | +18.5% | -19.4% | -2.3% |
| 3Y | +19.8% | +155.6% | -135.8% | +9.5% |
| All | +4.5% | +158.7% | -154.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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