+4.2%
VCIT vs JAAA
+30.2%
-26.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +1.0% | +0.4% | +0.6% | +0.9% |
| 3M | -1.4% | +1.2% | -2.6% | -1.8% |
| 6M | -2.1% | +2.3% | -4.4% | -3.0% |
| YTD | -1.8% | +4.0% | -5.7% | -3.3% |
| 1Y | -1.4% | +4.8% | -6.2% | -3.2% |
| 3Y | +19.3% | +18.5% | +0.8% | +12.0% |
| 5Y | +4.1% | +27.5% | -23.3% | -5.5% |
| All | +4.2% | +30.2% | -26.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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