+4.1%
VCIT vs SPXU
-83.3%
+87.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.1% |
| 7D | -1.4% | -7.6% | +6.1% | -1.8% |
| 30D | +0.6% | +5.3% | -4.8% | +0.9% |
| 3M | -2.2% | +9.6% | -11.9% | -1.7% |
| 6M | -2.3% | -4.5% | +2.2% | -2.3% |
| YTD | -2.2% | -25.9% | +23.7% | -3.2% |
| 1Y | -1.4% | -28.9% | +27.5% | -2.5% |
| 3Y | +18.7% | -80.5% | +99.2% | +11.0% |
| All | +4.1% | -83.3% | +87.3% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling