+28.8%
VCIT vs IT
+103.9%
-75.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.6% | +4.6% | +0.1% |
| 7D | -0.3% | -6.0% | +5.7% | -0.2% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | -1.0% | +13.1% | -14.1% | -1.5% |
| 6M | -1.8% | +11.7% | -13.5% | -2.4% |
| YTD | -0.7% | -26.1% | +25.4% | 0.0% |
| 1Y | +1.0% | -21.3% | +22.2% | +1.4% |
| 3Y | +18.8% | -46.7% | +65.6% | +20.5% |
| 5Y | +3.5% | -40.5% | +44.0% | +4.2% |
| All | +28.8% | +103.9% | -75.1% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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