+3.1%
VCIT vs S
-51.5%
+54.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.5% |
| 7D | -1.4% | +4.1% | -5.5% | -1.5% |
| 30D | +0.8% | -7.2% | +8.0% | +0.9% |
| 3M | -1.7% | 0.0% | -1.7% | -1.9% |
| 6M | -2.1% | +41.6% | -43.7% | -3.1% |
| YTD | -2.0% | +48.6% | -50.6% | -3.2% |
| 1Y | -1.5% | +30.0% | -31.5% | -2.4% |
| 3Y | +19.0% | +42.2% | -23.2% | +16.7% |
| 5Y | +3.8% | -70.8% | +74.5% | +3.4% |
| All | +3.1% | -51.5% | +54.6% | +1.9% |
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