+3.3%
VCIT vs KEY
+12.4%
-9.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +3.0% | +0.3% |
| 7D | +0.5% | -2.5% | +2.9% | +0.5% |
| 30D | +2.1% | +4.1% | -2.0% | +2.0% |
| 3M | -1.6% | -8.4% | +6.8% | -1.4% |
| 6M | -1.6% | -2.3% | +0.7% | -1.6% |
| YTD | -1.5% | +4.6% | -6.1% | -1.7% |
| 1Y | -0.4% | +24.6% | -24.9% | -1.0% |
| 3Y | +19.6% | +112.8% | -93.2% | +17.0% |
| 5Y | +3.3% | +12.9% | -9.7% | +1.6% |
| All | +3.3% | +12.4% | -9.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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