+19.5%
VCIT vs KGC
+543.3%
-523.8%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | 0.0% |
| 7D | -0.3% | -1.3% | +0.9% | -0.3% |
| 30D | -0.8% | +20.3% | -21.0% | -1.3% |
| 3M | -1.0% | +8.1% | -9.1% | -1.3% |
| 6M | -1.8% | -8.8% | +6.9% | -1.8% |
| YTD | -0.7% | +10.1% | -10.8% | -1.3% |
| 1Y | +1.0% | +44.2% | -43.2% | -0.5% |
| All | +19.5% | +543.3% | -523.8% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling