+20.1%
VCIT vs P
+166.1%
-145.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -16.4% | +16.6% | +0.3% |
| 7D | +0.5% | -31.9% | +32.3% | +0.7% |
| 30D | +2.1% | -36.5% | +38.6% | +2.4% |
| 3M | -1.6% | +11.6% | -13.2% | -1.8% |
| 6M | -1.6% | +25.2% | -26.8% | -2.0% |
| YTD | -1.5% | +39.4% | -41.0% | -2.0% |
| 1Y | -0.4% | -3.7% | +3.3% | -0.7% |
| All | +20.1% | +166.1% | -145.9% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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