+3.8%
VCIT vs KEY
+40.7%
-36.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | +2.2% | -2.5% | -0.4% |
| 30D | -0.8% | -3.0% | +2.3% | -0.7% |
| 3M | -1.0% | +3.3% | -4.3% | -1.1% |
| 6M | -1.8% | +9.2% | -11.0% | -2.1% |
| YTD | -0.7% | +10.6% | -11.3% | -1.0% |
| 1Y | +1.0% | +20.4% | -19.4% | +0.5% |
| 3Y | +18.8% | +121.8% | -103.0% | +16.2% |
| All | +3.8% | +40.7% | -36.9% | +2.2% |
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