+0.2%
VCIT vs QSR
+29.2%
-29.0%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -0.2% | -2.4% | +2.2% | -0.1% |
| 30D | -0.5% | +5.7% | -6.2% | -0.7% |
| 3M | -0.9% | +6.9% | -7.9% | -1.1% |
| 6M | -1.9% | +6.9% | -8.8% | -2.2% |
| YTD | -1.0% | +14.9% | -15.9% | -1.3% |
| 1Y | +0.2% | +29.1% | -28.9% | -0.7% |
| All | +0.2% | +29.2% | -29.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling