+31.2%
VCIT vs PTC
+312.5%
-281.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -1.4% | +0.5% | -1.9% | -1.4% |
| 30D | +0.6% | +1.2% | -0.6% | +0.5% |
| 3M | -2.2% | +27.4% | -29.6% | -3.3% |
| 6M | -2.3% | +39.2% | -41.5% | -3.8% |
| YTD | -2.2% | +12.5% | -14.7% | -2.8% |
| 1Y | -1.4% | +12.3% | -13.6% | -2.0% |
| 3Y | +18.7% | +28.8% | -10.1% | +16.8% |
| 5Y | +3.6% | +60.9% | -57.3% | +0.5% |
| All | +31.2% | +312.5% | -281.3% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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