+3.8%
VCIT vs NSC
+46.2%
-42.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.3% | -5.5% | +5.2% | 0.0% |
| 30D | -0.8% | -3.2% | +2.4% | -0.6% |
| 3M | -1.0% | +7.7% | -8.7% | -1.5% |
| 6M | -1.8% | +4.5% | -6.4% | -2.2% |
| YTD | -0.7% | +15.6% | -16.3% | -1.7% |
| 1Y | +1.0% | +19.8% | -18.9% | -0.2% |
| 3Y | +18.8% | +70.1% | -51.3% | +13.9% |
| All | +3.8% | +46.2% | -42.4% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 5y: compounded portfolio wealth divided by compounded NSC 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…
5y analysis · Full analysis span regression · 6 months rolling