+29.3%
VCIT vs SPXU
-99.5%
+128.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | 0.0% |
| 7D | +0.1% | -1.5% | +1.6% | 0.0% |
| 30D | -0.8% | +3.7% | -4.5% | -0.6% |
| 3M | -0.5% | -9.6% | +9.0% | -0.8% |
| 6M | -1.4% | -32.4% | +31.0% | -2.5% |
| YTD | -0.8% | -28.7% | +27.9% | -1.7% |
| 1Y | +0.3% | -38.2% | +38.5% | -1.0% |
| 3Y | +19.2% | -80.4% | +99.7% | +14.3% |
| 5Y | +3.6% | -86.0% | +89.6% | -0.9% |
| 10Y | +29.3% | -99.5% | +128.8% | +20.0% |
| All | +29.3% | -99.5% | +128.8% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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