+31.2%
VCIT vs NI
+197.8%
-166.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -1.4% | +4.3% | -5.7% | -1.7% |
| 30D | +0.6% | +12.4% | -11.8% | -0.2% |
| 3M | -2.2% | +10.2% | -12.4% | -2.9% |
| 6M | -2.3% | -0.8% | -1.5% | -2.3% |
| YTD | -2.2% | +13.2% | -15.4% | -3.1% |
| 1Y | -1.4% | +10.1% | -11.4% | -2.1% |
| 3Y | +18.7% | +103.1% | -84.4% | +12.7% |
| 5Y | +3.6% | +115.5% | -112.0% | -2.1% |
| All | +31.2% | +197.8% | -166.7% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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