+31.2%
VCIT vs SPXU
-99.5%
+130.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.1% | -0.2% |
| 7D | +0.7% | -1.5% | +2.2% | +0.7% |
| 30D | +1.8% | +9.7% | -7.9% | +2.2% |
| 3M | -1.1% | +8.4% | -9.6% | -0.8% |
| 6M | -1.7% | -5.7% | +4.1% | -1.7% |
| YTD | -1.1% | -25.4% | +24.3% | -1.8% |
| 1Y | -0.4% | -28.9% | +28.5% | -1.2% |
| 3Y | +20.5% | -81.2% | +101.6% | +15.3% |
| 5Y | +3.8% | -83.3% | +87.1% | -0.3% |
| 10Y | +31.2% | -99.5% | +130.7% | +22.2% |
| All | +31.2% | -99.5% | +130.7% | +22.2% |
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