+3.3%
VCIT vs PTC
+59.6%
-56.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +2.1% | +0.8% | +1.3% | +2.1% |
| 3M | -1.6% | +39.6% | -41.1% | -3.1% |
| 6M | -1.6% | +41.5% | -43.1% | -3.3% |
| YTD | -1.5% | +11.7% | -13.2% | -2.0% |
| 1Y | -0.4% | +2.4% | -2.8% | -0.3% |
| 3Y | +19.6% | +31.9% | -12.4% | +16.6% |
| 5Y | +3.3% | +54.5% | -51.2% | -1.8% |
| All | +3.3% | +59.6% | -56.4% | -1.8% |
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