+19.3%
VCIT vs RUN
-12.5%
+31.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -10.6% | +9.9% | -0.5% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +1.1% | +14.0% | -12.9% | +0.9% |
| 3M | -1.4% | -11.8% | +10.4% | -1.2% |
| 6M | -2.3% | -40.4% | +38.1% | -1.7% |
| YTD | -1.8% | -52.7% | +50.9% | -1.1% |
| 1Y | -1.0% | -52.5% | +51.5% | -0.4% |
| 3Y | +19.3% | -7.7% | +27.0% | +14.1% |
| All | +19.3% | -12.5% | +31.7% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling