+98.0%
VCIT vs ITOT
+813.4%
-715.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | -1.0% | +2.0% | -3.0% | -1.1% |
| 6M | -1.8% | +13.0% | -14.9% | -2.5% |
| YTD | -0.7% | +14.0% | -14.7% | -1.4% |
| 1Y | +1.0% | +19.9% | -18.9% | +0.1% |
| 3Y | +18.8% | +75.8% | -57.0% | +15.6% |
| 5Y | +3.5% | +73.8% | -70.4% | +0.3% |
| 10Y | +29.2% | +295.9% | -266.7% | +26.2% |
| All | +98.0% | +813.4% | -715.5% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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