+6.1%
VCIT vs TPG
+78.6%
-72.5%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | 0.0% |
| 7D | -0.2% | -6.5% | +6.3% | +0.1% |
| 30D | -0.5% | +0.1% | -0.6% | -0.6% |
| 3M | -0.9% | +14.5% | -15.5% | -1.6% |
| 6M | -1.9% | +17.3% | -19.3% | -2.8% |
| YTD | -1.0% | -20.5% | +19.5% | -0.2% |
| 1Y | +0.2% | -13.2% | +13.5% | +0.5% |
| 3Y | +19.0% | +87.7% | -68.7% | +12.2% |
| All | +6.1% | +78.6% | -72.5% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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