+3.5%
VCIT vs NDAQ
+60.8%
-57.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +1.9% | +16.5% | -14.6% | +0.8% |
| 3M | -1.4% | +13.5% | -14.9% | -2.4% |
| 6M | -2.1% | +20.9% | -23.1% | -3.5% |
| YTD | -1.6% | +11.4% | -13.0% | -2.5% |
| 1Y | -0.9% | +25.9% | -26.8% | -2.8% |
| 3Y | +20.0% | +119.9% | -99.9% | +11.2% |
| All | +3.5% | +60.8% | -57.3% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling