+3.7%
VCIT vs SU
+339.9%
-336.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -0.3% | +3.6% | -3.9% | -0.4% |
| 30D | -0.8% | +7.9% | -8.6% | -0.8% |
| 3M | -1.0% | +3.5% | -4.5% | -1.0% |
| 6M | -1.8% | +19.0% | -20.8% | -2.0% |
| YTD | -0.7% | +55.0% | -55.7% | -1.1% |
| 1Y | +1.0% | +71.2% | -70.2% | +0.4% |
| 3Y | +18.8% | +117.4% | -98.6% | +17.6% |
| All | +3.7% | +339.9% | -336.2% | +3.2% |
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