+31.4%
VCIT vs LYB
+36.9%
-5.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -0.7% |
| 7D | -1.4% | +3.7% | -5.0% | -1.4% |
| 30D | +0.8% | +6.4% | -5.6% | +0.7% |
| 3M | -1.7% | +2.8% | -4.5% | -1.8% |
| 6M | -2.1% | -12.2% | +10.2% | -1.9% |
| YTD | -2.0% | +52.4% | -54.5% | -3.0% |
| 1Y | -1.5% | +56.8% | -58.3% | -2.5% |
| 3Y | +19.0% | -17.2% | +36.1% | +18.9% |
| 5Y | +3.8% | -5.6% | +9.4% | +3.4% |
| All | +31.4% | +36.9% | -5.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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