+3.8%
VCIT vs LNT
+55.5%
-51.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.4% | -0.5% | -0.9% | -1.3% |
| 30D | +0.8% | +9.9% | -9.1% | -0.3% |
| 3M | -1.7% | +4.8% | -6.5% | -2.3% |
| 6M | -2.1% | +2.2% | -4.2% | -2.4% |
| YTD | -2.0% | +15.9% | -17.9% | -3.9% |
| 1Y | -1.5% | +10.6% | -12.0% | -2.8% |
| 3Y | +19.0% | +66.1% | -47.1% | +11.1% |
| 5Y | +3.8% | +55.6% | -51.8% | -1.5% |
| All | +3.8% | +55.5% | -51.8% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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