+31.4%
VCIT vs SBAC
+110.3%
-78.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -1.4% | -3.4% | +2.0% | -1.2% |
| 30D | +0.8% | +2.6% | -1.8% | +0.6% |
| 3M | -1.7% | +2.6% | -4.3% | -2.0% |
| 6M | -2.1% | -11.5% | +9.5% | -1.4% |
| YTD | -2.0% | -1.6% | -0.4% | -2.3% |
| 1Y | -1.5% | -5.1% | +3.6% | -1.5% |
| 3Y | +19.0% | -9.3% | +28.3% | +18.8% |
| 5Y | +3.8% | -41.0% | +44.7% | +5.7% |
| All | +31.4% | +110.3% | -78.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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