+3.3%
VCIT vs S
-49.1%
+52.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | +0.1% | +1.4% | -1.3% | +0.1% |
| 30D | +1.1% | -10.8% | +11.9% | +1.3% |
| 3M | -1.4% | +5.4% | -6.8% | -1.6% |
| 6M | -2.3% | +41.2% | -43.6% | -3.3% |
| YTD | -1.8% | +56.2% | -58.0% | -3.1% |
| 1Y | -1.0% | +36.3% | -37.3% | -2.1% |
| 3Y | +19.3% | +49.4% | -30.2% | +16.9% |
| 5Y | +3.8% | -66.9% | +70.7% | +3.2% |
| All | +3.3% | -49.1% | +52.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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