+3.3%
VCIT vs PL
+11.6%
-8.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -10.1% | +10.3% | +0.4% |
| 7D | +0.5% | -20.5% | +21.0% | +0.7% |
| 30D | +2.1% | -38.8% | +40.9% | +2.7% |
| 3M | -1.6% | -49.1% | +47.6% | -0.8% |
| 6M | -1.6% | -69.4% | +67.8% | -0.3% |
| YTD | -1.5% | -42.3% | +40.8% | -1.3% |
| 1Y | -0.4% | -14.2% | +13.8% | -0.8% |
| 3Y | +19.6% | +398.7% | -379.1% | +13.8% |
| 5Y | +3.3% | +11.1% | -7.9% | -0.8% |
| All | +3.3% | +11.6% | -8.3% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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