+28.9%
VCIT vs LEN
+148.4%
-119.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | +0.1% | +2.1% | -2.0% | -0.1% |
| 30D | +1.9% | +16.6% | -14.6% | +0.9% |
| 3M | -1.4% | +5.3% | -6.7% | -1.9% |
| 6M | -2.1% | -0.8% | -1.4% | -2.3% |
| YTD | -1.6% | -11.7% | +10.1% | -1.3% |
| 1Y | -0.9% | -24.6% | +23.7% | +0.3% |
| 3Y | +20.0% | -18.7% | +38.6% | +20.3% |
| 5Y | +3.1% | -4.4% | +7.6% | +1.6% |
| All | +28.9% | +148.4% | -119.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 10y: compounded portfolio wealth divided by compounded LEN 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…
10y analysis · Full analysis span regression · 6 months rolling