+0.3%
VCIT vs NVS
+10.4%
-10.1%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -13.9% | +13.8% | +0.5% |
| 7D | +0.1% | -14.6% | +14.7% | +0.7% |
| 30D | -0.8% | -11.9% | +11.2% | -0.3% |
| 3M | -0.5% | -6.0% | +5.4% | -0.6% |
| 6M | -1.4% | -11.4% | +10.0% | -1.1% |
| YTD | -0.8% | +2.9% | -3.7% | -1.1% |
| 1Y | +0.3% | +10.2% | -9.9% | -0.4% |
| All | +0.3% | +10.4% | -10.1% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling