+98.0%
VCIT vs IP
+200.3%
-102.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | 0.0% |
| 7D | -0.3% | -5.3% | +4.9% | -0.3% |
| 30D | -0.8% | -10.9% | +10.1% | -0.6% |
| 3M | -1.0% | +11.2% | -12.2% | -1.1% |
| 6M | -1.8% | -10.2% | +8.4% | -1.8% |
| YTD | -0.7% | -2.0% | +1.3% | -0.8% |
| 1Y | +1.0% | -19.1% | +20.1% | +1.1% |
| 3Y | +18.8% | +20.9% | -2.0% | +18.5% |
| 5Y | +3.5% | -17.8% | +21.3% | +3.1% |
| 10Y | +29.2% | +23.5% | +5.7% | +28.7% |
| All | +98.0% | +200.3% | -102.3% | +102.2% |
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