+20.0%
VCIT vs JAAA
+18.6%
+1.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +1.9% | +0.4% | +1.5% | +1.7% |
| 3M | -1.4% | +1.2% | -2.7% | -2.0% |
| 6M | -2.1% | +2.3% | -4.5% | -3.1% |
| YTD | -1.6% | +3.9% | -5.5% | -3.3% |
| 1Y | -0.9% | +4.8% | -5.7% | -2.9% |
| 3Y | +20.0% | +18.5% | +1.4% | +15.6% |
| All | +20.0% | +18.6% | +1.3% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling