+3.8%
VCIT vs SPXU
-86.1%
+89.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -0.8% | +0.8% | -1.6% | -0.7% |
| 3M | -1.0% | -4.7% | +3.7% | -1.1% |
| 6M | -1.8% | -29.6% | +27.8% | -3.2% |
| YTD | -0.7% | -29.9% | +29.2% | -2.1% |
| 1Y | +1.0% | -39.1% | +40.1% | -1.0% |
| 3Y | +18.8% | -80.0% | +98.9% | +11.4% |
| All | +3.8% | -86.1% | +89.9% | -3.7% |
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