+3.5%
VCIT vs SU
+211.5%
-208.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | +0.1% | -13.4% | +13.5% | +0.2% |
| 30D | +1.9% | +0.9% | +1.0% | +1.9% |
| 3M | -1.4% | +12.8% | -14.2% | -1.5% |
| 6M | -2.1% | +8.3% | -10.4% | -2.2% |
| YTD | -1.6% | +58.2% | -59.8% | -2.2% |
| 1Y | -0.9% | +67.1% | -68.0% | -1.5% |
| 3Y | +20.0% | +125.6% | -105.6% | +18.5% |
| All | +3.5% | +211.5% | -208.0% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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