-1.4%
VCIT vs SPG
+33.2%
-34.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.4% | +2.0% | -3.4% | -1.6% |
| 30D | +0.6% | +17.2% | -16.7% | -0.9% |
| 3M | -2.2% | +6.3% | -8.5% | -2.9% |
| 6M | -2.3% | +18.7% | -21.0% | -3.9% |
| YTD | -2.2% | +30.1% | -32.3% | -4.5% |
| 1Y | -1.4% | +32.8% | -34.1% | -3.9% |
| All | -1.4% | +33.2% | -34.6% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling