+30.6%
VCIT vs PBF
+299.9%
-269.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | +0.1% |
| 7D | +0.7% | -7.4% | +8.1% | +0.8% |
| 30D | +1.8% | -17.5% | +19.3% | +1.9% |
| 3M | -1.6% | +13.1% | -14.7% | -1.6% |
| 6M | -2.1% | +72.6% | -74.7% | -2.3% |
| YTD | -1.6% | +161.2% | -162.8% | -2.1% |
| 1Y | -0.8% | +93.3% | -94.1% | -1.2% |
| 3Y | +19.9% | +80.7% | -60.7% | +19.3% |
| 5Y | +3.3% | +396.1% | -392.8% | +1.7% |
| 10Y | +30.6% | +252.3% | -221.6% | +26.2% |
| All | +30.6% | +299.9% | -269.2% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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