+30.6%
VCIT vs IBN
+364.2%
-333.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.7% |
| 7D | +0.1% | +15.8% | -15.7% | -0.5% |
| 30D | +1.1% | +25.1% | -23.9% | +0.3% |
| 3M | -1.4% | +16.0% | -17.3% | -1.9% |
| 6M | -2.3% | +32.8% | -35.1% | -3.4% |
| YTD | -1.8% | +18.0% | -19.8% | -2.5% |
| 1Y | -1.0% | +15.9% | -16.9% | -1.7% |
| 3Y | +19.3% | +57.6% | -38.4% | +17.0% |
| 5Y | +3.8% | +74.7% | -70.9% | +1.3% |
| 10Y | +30.6% | +373.9% | -343.4% | +24.5% |
| All | +30.6% | +364.2% | -333.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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