+16.4%
VCIT vs SN
+659.6%
-643.2%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.2% |
| 7D | +0.1% | +7.2% | -7.1% | 0.0% |
| 30D | +1.9% | +20.4% | -18.5% | +1.5% |
| 3M | -1.4% | +23.9% | -25.4% | -1.9% |
| 6M | -2.1% | +93.0% | -95.2% | -3.4% |
| YTD | -1.6% | +99.2% | -100.9% | -3.1% |
| 1Y | -0.9% | +142.6% | -143.5% | -2.6% |
| 3Y | +20.0% | +398.8% | -378.8% | +16.9% |
| All | +16.4% | +659.6% | -643.2% | +13.6% |
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