+4.1%
VCIT vs LEN
-7.9%
+12.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.5% | -6.4% | +5.9% | +0.1% |
| 30D | +1.0% | +15.6% | -14.6% | -0.4% |
| 3M | -1.4% | -0.8% | -0.6% | -1.5% |
| 6M | -2.1% | +0.4% | -2.5% | -2.5% |
| YTD | -1.8% | -14.1% | +12.4% | -1.1% |
| 1Y | -1.4% | -29.6% | +28.3% | +1.2% |
| 3Y | +19.3% | -23.1% | +42.4% | +19.5% |
| 5Y | +4.1% | -8.9% | +13.0% | -0.4% |
| All | +4.1% | -7.9% | +12.1% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling