+31.4%
VCIT vs GEN
+147.0%
-115.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.6% |
| 7D | -1.4% | -3.0% | +1.6% | -1.3% |
| 30D | +0.8% | +24.7% | -23.9% | +0.3% |
| 3M | -1.7% | +4.1% | -5.9% | -1.9% |
| 6M | -2.1% | +36.0% | -38.1% | -2.8% |
| YTD | -2.0% | +10.9% | -12.9% | -2.4% |
| 1Y | -1.5% | +12.2% | -13.6% | -1.9% |
| 3Y | +19.0% | +63.3% | -44.3% | +17.5% |
| 5Y | +3.8% | +29.0% | -25.3% | +2.6% |
| All | +31.4% | +147.0% | -115.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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