+3.5%
VCIT vs GEN
+32.5%
-29.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | +0.1% | +2.3% | -2.2% | 0.0% |
| 30D | +1.9% | +33.1% | -31.1% | +0.6% |
| 3M | -1.4% | +6.5% | -7.9% | -1.9% |
| 6M | -2.1% | +53.8% | -55.9% | -4.3% |
| YTD | -1.6% | +11.2% | -12.9% | -2.4% |
| 1Y | -0.9% | +19.4% | -20.3% | -2.0% |
| 3Y | +20.0% | +81.0% | -61.1% | +15.7% |
| All | +3.5% | +32.5% | -29.0% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling