+98.0%
VCIT vs IBN
+403.6%
-305.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -0.3% | +1.4% | -1.8% | -0.4% |
| 30D | -0.8% | -0.3% | -0.4% | -0.8% |
| 3M | -1.0% | +17.1% | -18.1% | -1.3% |
| 6M | -1.8% | +3.4% | -5.2% | -1.9% |
| YTD | -0.7% | +2.5% | -3.2% | -0.8% |
| 1Y | +1.0% | -4.2% | +5.1% | +1.0% |
| 3Y | +18.8% | +32.4% | -13.5% | +18.3% |
| 5Y | +3.5% | +59.2% | -55.7% | +2.7% |
| 10Y | +29.2% | +345.7% | -316.5% | +27.8% |
| All | +98.0% | +403.6% | -305.6% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling