+25.3%
VCIT vs NTR
+81.1%
-55.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -1.4% | -1.4% | 0.0% | -1.4% |
| 30D | +0.8% | +2.2% | -1.4% | +0.8% |
| 3M | -1.7% | +6.8% | -8.6% | -1.9% |
| 6M | -2.1% | +0.6% | -2.7% | -2.1% |
| YTD | -2.0% | +18.2% | -20.2% | -2.5% |
| 1Y | -1.5% | +21.3% | -22.8% | -2.0% |
| 3Y | +19.0% | +46.6% | -27.7% | +17.6% |
| 5Y | +3.8% | +21.3% | -17.5% | +2.5% |
| All | +25.3% | +81.1% | -55.8% | +19.8% |
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