+30.6%
VCIT vs NDAQ
+472.5%
-441.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.7% |
| 7D | +0.1% | +2.9% | -2.8% | 0.0% |
| 30D | +1.1% | +17.5% | -16.4% | +0.3% |
| 3M | -1.4% | +15.4% | -16.8% | -2.1% |
| 6M | -2.3% | +24.6% | -26.9% | -3.5% |
| YTD | -1.8% | +14.4% | -16.2% | -2.6% |
| 1Y | -1.0% | +26.9% | -27.9% | -2.4% |
| 3Y | +19.3% | +119.8% | -100.6% | +13.9% |
| 5Y | +3.8% | +70.5% | -66.7% | -0.2% |
| 10Y | +30.6% | +475.8% | -445.2% | +23.8% |
| All | +30.6% | +472.5% | -441.9% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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