+98.0%
VCIT vs NI
+1,239.0%
-1,141.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.3% | +2.0% | -2.4% | -0.4% |
| 30D | -0.8% | -3.5% | +2.8% | -0.6% |
| 3M | -1.0% | -9.1% | +8.1% | -0.6% |
| 6M | -1.8% | -11.8% | +10.0% | -1.3% |
| YTD | -0.7% | +1.1% | -1.8% | -0.8% |
| 1Y | +1.0% | +6.7% | -5.7% | +0.6% |
| 3Y | +18.8% | +71.1% | -52.2% | +15.6% |
| 5Y | +3.5% | +94.3% | -90.8% | +0.1% |
| 10Y | +29.2% | +135.8% | -106.6% | +24.4% |
| All | +98.0% | +1,239.0% | -1,141.1% | +99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling