+3.5%
VCIT vs NVT
+201.4%
-197.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.0% | -8.1% | -0.3% |
| 7D | +0.1% | -15.7% | +15.8% | +0.4% |
| 30D | +1.9% | -36.6% | +38.5% | +2.9% |
| 3M | -1.4% | -34.8% | +33.4% | -0.6% |
| 6M | -2.1% | -38.2% | +36.1% | -1.3% |
| YTD | -1.6% | +4.8% | -6.5% | -2.3% |
| 1Y | -0.9% | -2.8% | +1.9% | -1.4% |
| 3Y | +20.0% | +119.5% | -99.6% | +14.9% |
| All | +3.5% | +201.4% | -197.9% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling