+28.9%
VCIT vs SUI
+115.7%
-86.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | 0.0% |
| 7D | +0.1% | +6.2% | -6.1% | -0.4% |
| 30D | +1.9% | +8.6% | -6.7% | +1.3% |
| 3M | -1.4% | +1.0% | -2.4% | -1.6% |
| 6M | -2.1% | -2.6% | +0.5% | -2.0% |
| YTD | -1.6% | -0.1% | -1.5% | -1.8% |
| 1Y | -0.9% | +0.5% | -1.4% | -1.1% |
| 3Y | +20.0% | +15.3% | +4.7% | +18.0% |
| 5Y | +3.1% | -26.1% | +29.3% | +3.7% |
| All | +28.9% | +115.7% | -86.8% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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