+26.6%
VCIT vs NTR
+103.7%
-77.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | -0.5% | +21.7% | -22.3% | -0.9% |
| 3M | -0.9% | +22.8% | -23.7% | -1.3% |
| 6M | -1.9% | +8.2% | -10.2% | -2.1% |
| YTD | -1.0% | +32.9% | -33.9% | -1.6% |
| 1Y | +0.2% | +45.3% | -45.1% | -0.7% |
| 3Y | +19.0% | +41.7% | -22.7% | +17.7% |
| 5Y | +3.1% | +49.8% | -46.8% | +1.3% |
| All | +26.6% | +103.7% | -77.1% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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