+31.4%
VCIT vs TRI
+225.1%
-193.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | -1.4% | -7.5% | +6.1% | -1.1% |
| 30D | +0.8% | +3.9% | -3.1% | +0.6% |
| 3M | -1.7% | +7.2% | -8.9% | -2.2% |
| 6M | -2.1% | +27.0% | -29.0% | -3.6% |
| YTD | -2.0% | -14.0% | +12.0% | -1.3% |
| 1Y | -1.5% | -17.7% | +16.2% | -0.4% |
| 3Y | +19.0% | -10.7% | +29.6% | +18.8% |
| 5Y | +3.8% | +0.6% | +3.2% | +2.1% |
| All | +31.4% | +225.1% | -193.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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