+16.5%
VCIT vs SN
+681.9%
-665.4%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.9% | 0.0% |
| 7D | +0.7% | +7.6% | -6.9% | +0.6% |
| 30D | +1.8% | +24.1% | -22.3% | +1.4% |
| 3M | -1.6% | +23.7% | -25.3% | -2.0% |
| 6M | -2.1% | +105.5% | -107.6% | -3.5% |
| YTD | -1.6% | +105.1% | -106.7% | -3.1% |
| 1Y | -0.8% | +148.3% | -149.1% | -2.6% |
| 3Y | +19.9% | +438.7% | -418.7% | +16.9% |
| All | +16.5% | +681.9% | -665.4% | +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