+28.9%
VCIT vs PBF
+276.6%
-247.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.4% | +7.5% | +0.1% |
| 7D | +0.1% | -13.8% | +13.9% | +0.1% |
| 30D | +1.9% | -19.6% | +21.5% | +2.0% |
| 3M | -1.4% | +10.3% | -11.7% | -1.5% |
| 6M | -2.1% | +63.4% | -65.6% | -2.3% |
| YTD | -1.6% | +152.6% | -154.3% | -2.1% |
| 1Y | -0.9% | +87.4% | -88.3% | -1.2% |
| 3Y | +20.0% | +63.3% | -43.3% | +19.4% |
| 5Y | +3.1% | +412.5% | -409.3% | +1.6% |
| All | +28.9% | +276.6% | -247.7% | +25.8% |
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