+3.6%
VCIT vs LYB
-5.3%
+8.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.1% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | -0.8% | +9.5% | -10.3% | -0.9% |
| 3M | -0.5% | +1.3% | -1.8% | -0.5% |
| 6M | -1.4% | -1.7% | +0.4% | -1.5% |
| YTD | -0.8% | +54.1% | -54.9% | -2.2% |
| 1Y | +0.3% | +25.7% | -25.4% | -0.6% |
| 3Y | +19.2% | -20.9% | +40.2% | +19.6% |
| 5Y | +3.6% | -1.5% | +5.1% | +3.7% |
| All | +3.6% | -5.3% | +8.9% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling