+96.3%
VCIT vs NDAQ
+1,965.3%
-1,869.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.3% |
| 7D | +0.5% | +1.2% | -0.7% | +0.4% |
| 30D | +2.1% | +15.8% | -13.7% | +1.8% |
| 3M | -1.6% | +13.4% | -14.9% | -1.8% |
| 6M | -1.6% | +20.9% | -22.5% | -1.9% |
| YTD | -1.5% | +11.1% | -12.6% | -1.8% |
| 1Y | -0.4% | +26.5% | -26.9% | -0.8% |
| 3Y | +19.6% | +121.5% | -101.9% | +18.0% |
| 5Y | +3.3% | +61.3% | -58.0% | +2.0% |
| 10Y | +28.9% | +480.0% | -451.1% | +29.8% |
| All | +96.3% | +1,965.3% | -1,869.0% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling