-0.8%
VCIT vs SM
+70.4%
-71.2%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -15.3% | +15.9% | +0.1% |
| 7D | +0.4% | -21.5% | +21.9% | -0.2% |
| 30D | +2.2% | -11.4% | +13.6% | +1.9% |
| 3M | -1.8% | +0.6% | -2.5% | -1.6% |
| 6M | -1.6% | +0.2% | -1.9% | -1.3% |
| YTD | -1.7% | +69.7% | -71.4% | -1.1% |
| 1Y | -0.8% | +71.6% | -72.4% | -0.2% |
| All | -0.8% | +70.4% | -71.2% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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