+31.2%
VCIT vs IFF
-12.5%
+43.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.2% |
| 7D | -1.4% | -1.8% | +0.3% | -1.4% |
| 30D | +0.6% | -9.4% | +10.0% | +0.9% |
| 3M | -2.2% | -3.0% | +0.8% | -2.1% |
| 6M | -2.3% | +5.8% | -8.1% | -2.6% |
| YTD | -2.2% | +22.4% | -24.6% | -3.2% |
| 1Y | -1.4% | +23.0% | -24.4% | -2.4% |
| 3Y | +18.7% | +21.8% | -3.0% | +17.3% |
| 5Y | +3.6% | -39.2% | +42.8% | +4.0% |
| All | +31.2% | -12.5% | +43.7% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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