+95.9%
VCIT vs IP
+187.4%
-91.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.6% |
| 7D | +0.4% | +3.4% | -3.0% | +0.4% |
| 30D | +2.2% | +11.2% | -9.1% | +2.0% |
| 3M | -1.8% | -14.8% | +12.9% | -1.7% |
| 6M | -1.6% | +17.3% | -18.9% | -1.8% |
| YTD | -1.7% | -6.2% | +4.4% | -1.8% |
| 1Y | -0.8% | +2.3% | -3.2% | -1.0% |
| 3Y | +19.3% | +17.7% | +1.6% | +19.0% |
| 5Y | +3.5% | -8.4% | +12.0% | +3.2% |
| 10Y | +28.6% | +32.1% | -3.5% | +28.3% |
| All | +95.9% | +187.4% | -91.6% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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