+28.9%
VCIT vs SPG
+109.7%
-80.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | +0.1% | +4.9% | -4.8% | -0.1% |
| 30D | +1.9% | +15.6% | -13.7% | +1.2% |
| 3M | -1.4% | +4.1% | -5.5% | -1.6% |
| 6M | -2.1% | +13.6% | -15.7% | -2.7% |
| YTD | -1.6% | +27.5% | -29.2% | -2.8% |
| 1Y | -0.9% | +32.2% | -33.1% | -2.2% |
| 3Y | +20.0% | +126.0% | -106.0% | +15.4% |
| 5Y | +3.1% | +74.7% | -71.6% | -0.3% |
| All | +28.9% | +109.7% | -80.8% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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