+3.8%
VCIT vs PTC
+6.0%
-2.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | +0.3% |
| 7D | -0.3% | -10.3% | +9.9% | +0.1% |
| 30D | -0.8% | +1.1% | -1.9% | -0.9% |
| 3M | -1.0% | +1.6% | -2.6% | -1.2% |
| 6M | -1.8% | -13.5% | +11.6% | -1.2% |
| YTD | -0.7% | -19.1% | +18.4% | +0.3% |
| 1Y | +1.0% | -33.9% | +34.9% | +3.1% |
| 3Y | +18.8% | -3.9% | +22.8% | +17.7% |
| All | +3.8% | +6.0% | -2.2% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling