+19.3%
VCIT vs NI
+71.3%
-52.0%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.3% | +2.0% | -2.4% | -0.5% |
| 30D | -0.8% | -3.5% | +2.8% | -0.5% |
| 3M | -1.0% | -9.1% | +8.1% | -0.3% |
| 6M | -1.8% | -11.8% | +10.0% | -0.9% |
| YTD | -0.7% | +1.1% | -1.8% | -1.0% |
| 1Y | +1.0% | +6.7% | -5.7% | +0.2% |
| All | +19.3% | +71.3% | -52.0% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling