+3.8%
VCIT vs NVS
+113.6%
-109.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | -0.3% | +4.0% | -4.4% | -0.7% |
| 30D | -0.8% | +3.6% | -4.4% | -1.1% |
| 3M | -1.0% | +7.8% | -8.8% | -1.7% |
| 6M | -1.8% | -0.2% | -1.7% | -1.9% |
| YTD | -0.7% | +19.6% | -20.3% | -2.3% |
| 1Y | +1.0% | +28.4% | -27.4% | -1.2% |
| 3Y | +18.8% | +76.2% | -57.3% | +12.7% |
| All | +3.8% | +113.6% | -109.8% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling