+98.0%
VCIT vs NDAQ
+1,766.7%
-1,668.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | 0.0% |
| 7D | -0.3% | -2.4% | +2.1% | -0.3% |
| 30D | -0.8% | +2.5% | -3.2% | -0.8% |
| 3M | -1.0% | +9.9% | -10.9% | -1.2% |
| 6M | -1.8% | +9.4% | -11.3% | -2.0% |
| YTD | -0.7% | +0.4% | -1.1% | -0.8% |
| 1Y | +1.0% | +4.0% | -3.1% | +0.9% |
| 3Y | +18.8% | +94.4% | -75.5% | +17.6% |
| 5Y | +3.5% | +56.7% | -53.2% | +2.4% |
| 10Y | +29.2% | +375.3% | -346.1% | +30.0% |
| All | +98.0% | +1,766.7% | -1,668.7% | +109.4% |
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