+30.9%
VCIT vs IBN
+389.8%
-358.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.5% | +11.1% | -11.6% | -0.9% |
| 30D | +1.0% | +23.9% | -22.8% | +0.2% |
| 3M | -1.4% | +16.3% | -17.7% | -2.0% |
| 6M | -2.1% | +34.2% | -36.3% | -3.2% |
| YTD | -1.8% | +17.6% | -19.3% | -2.5% |
| 1Y | -1.4% | +13.8% | -15.2% | -2.0% |
| 3Y | +19.3% | +57.0% | -37.7% | +17.0% |
| 5Y | +4.1% | +75.3% | -71.2% | +1.7% |
| 10Y | +30.9% | +388.7% | -357.7% | +25.0% |
| All | +30.9% | +389.8% | -358.9% | +25.0% |
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