+30.1%
VCIT vs NVT
+487.2%
-457.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.7% | -7.7% | -0.1% |
| 7D | +0.7% | -7.5% | +8.2% | +0.9% |
| 30D | +1.8% | -31.5% | +33.3% | +2.7% |
| 3M | -1.6% | -30.4% | +28.8% | -0.8% |
| 6M | -2.1% | -32.5% | +30.4% | -1.3% |
| YTD | -1.6% | +12.9% | -14.5% | -2.4% |
| 1Y | -0.8% | +3.7% | -4.5% | -1.4% |
| 3Y | +19.9% | +135.8% | -115.8% | +15.5% |
| 5Y | +3.3% | +232.7% | -229.4% | -2.1% |
| All | +30.1% | +487.2% | -457.0% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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