-0.9%
VCIT vs KGC
-8.8%
+7.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.2% |
| 7D | +0.1% | +10.5% | -10.4% | -0.2% |
| 30D | +1.9% | -4.1% | +6.0% | +2.0% |
| 3M | -1.4% | -13.1% | +11.6% | -1.1% |
| 6M | -2.1% | -27.5% | +25.4% | -1.4% |
| YTD | -1.6% | -20.7% | +19.1% | -1.2% |
| 1Y | -0.9% | -6.1% | +5.2% | -0.5% |
| All | -0.9% | -8.8% | +7.9% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling