+29.1%
VCIT vs SW
+185.4%
-156.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.2% |
| 7D | +0.5% | +4.7% | -4.2% | +0.4% |
| 30D | +2.1% | +5.0% | -2.9% | +2.0% |
| 3M | -1.6% | -7.3% | +5.8% | -1.5% |
| 6M | -1.6% | +15.0% | -16.6% | -1.8% |
| YTD | -1.5% | +18.5% | -20.0% | -1.8% |
| 1Y | -0.4% | +27.1% | -27.5% | -0.7% |
| 3Y | +19.6% | +49.3% | -29.7% | +18.8% |
| 5Y | +3.3% | -1.6% | +4.9% | +2.7% |
| All | +29.1% | +185.4% | -156.3% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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