+3.5%
VCIT vs IBN
+68.5%
-65.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.4% |
| 7D | +0.1% | +15.1% | -15.0% | -0.7% |
| 30D | +1.9% | +21.6% | -19.7% | +0.7% |
| 3M | -1.4% | +11.2% | -12.6% | -2.1% |
| 6M | -2.1% | +27.8% | -29.9% | -3.6% |
| YTD | -1.6% | +14.7% | -16.3% | -2.6% |
| 1Y | -0.9% | +14.4% | -15.3% | -1.9% |
| 3Y | +20.0% | +52.1% | -32.1% | +16.3% |
| All | +3.5% | +68.5% | -65.1% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling