+18.7%
VCIT vs NVT
+131.3%
-112.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | -1.4% | +8.0% | -9.4% | -1.5% |
| 30D | +0.6% | -24.8% | +25.3% | +0.9% |
| 3M | -2.2% | -32.4% | +30.2% | -1.7% |
| 6M | -2.3% | -33.5% | +31.2% | -1.9% |
| YTD | -2.2% | +13.2% | -15.4% | -2.7% |
| 1Y | -1.4% | +9.0% | -10.3% | -1.8% |
| 3Y | +18.7% | +129.4% | -110.6% | +15.2% |
| All | +18.7% | +131.3% | -112.6% | +15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling