+4.1%
VCIT vs IOT
+69.6%
-65.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | 0.0% |
| 7D | +0.7% | +0.8% | -0.1% | +0.7% |
| 30D | +1.8% | +1.6% | +0.2% | +1.7% |
| 3M | -1.6% | +3.3% | -4.9% | -1.7% |
| 6M | -2.1% | +42.0% | -44.1% | -3.0% |
| YTD | -1.6% | +19.1% | -20.7% | -2.2% |
| 1Y | -0.8% | +8.8% | -9.6% | -1.3% |
| 3Y | +19.9% | +79.2% | -59.3% | +17.0% |
| All | +4.1% | +69.6% | -65.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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