+15.9%
VCIT vs SN
+650.0%
-634.0%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.6% |
| 7D | -1.4% | +1.4% | -2.8% | -1.4% |
| 30D | +0.8% | +16.6% | -15.8% | +0.5% |
| 3M | -1.7% | +18.3% | -20.0% | -2.1% |
| 6M | -2.1% | +103.1% | -105.1% | -3.5% |
| YTD | -2.0% | +96.7% | -98.8% | -3.4% |
| 1Y | -1.5% | +134.3% | -135.8% | -3.1% |
| 3Y | +19.0% | +425.2% | -406.2% | +16.0% |
| All | +15.9% | +650.0% | -634.0% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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