+96.3%
VCIT vs GEN
+386.8%
-290.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.2% |
| 7D | +0.5% | +8.5% | -8.1% | +0.4% |
| 30D | +2.1% | +34.2% | -32.1% | +1.8% |
| 3M | -1.6% | +10.0% | -11.5% | -1.7% |
| 6M | -1.6% | +56.8% | -58.4% | -2.0% |
| YTD | -1.5% | +14.2% | -15.8% | -1.7% |
| 1Y | -0.4% | +20.8% | -21.2% | -0.6% |
| 3Y | +19.6% | +84.1% | -64.5% | +19.1% |
| 5Y | +3.3% | +37.1% | -33.8% | +2.9% |
| 10Y | +28.9% | +171.5% | -142.6% | +30.1% |
| All | +96.3% | +386.8% | -290.5% | +102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling