+3.8%
VCIT vs IRM
+181.9%
-178.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +0.1% | -5.1% | +5.2% | +0.4% |
| 30D | +1.1% | -3.3% | +4.4% | +1.3% |
| 3M | -1.4% | -8.2% | +6.8% | -0.9% |
| 6M | -2.3% | -12.8% | +10.4% | -1.5% |
| YTD | -1.8% | +36.6% | -38.4% | -4.7% |
| 1Y | -1.0% | +11.9% | -12.9% | -2.4% |
| 3Y | +19.3% | +105.1% | -85.9% | +9.1% |
| 5Y | +3.8% | +182.4% | -178.6% | -8.0% |
| All | +3.8% | +181.9% | -178.1% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 5y: compounded portfolio wealth divided by compounded IRM 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…
5y analysis · Full analysis span regression · 6 months rolling