+18.9%
VCIT vs NTRS
+175.2%
-156.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -1.4% | +3.7% | -5.1% | -1.5% |
| 30D | +0.8% | +6.1% | -5.3% | +0.6% |
| 3M | -1.7% | -6.7% | +5.0% | -1.5% |
| 6M | -2.1% | +10.5% | -12.5% | -2.5% |
| YTD | -2.0% | +32.0% | -34.1% | -3.3% |
| 1Y | -1.5% | +37.0% | -38.5% | -2.9% |
| All | +18.9% | +175.2% | -156.3% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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