+18.7%
VCIT vs TRI
-10.1%
+28.9%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.4% | -2.9% | +1.5% | -1.4% |
| 30D | +0.6% | +3.7% | -3.1% | +0.5% |
| 3M | -2.2% | +3.7% | -5.9% | -2.3% |
| 6M | -2.3% | +35.1% | -37.4% | -3.0% |
| YTD | -2.2% | -14.0% | +11.8% | -1.1% |
| 1Y | -1.4% | -19.0% | +17.6% | 0.0% |
| 3Y | +18.7% | -12.0% | +30.7% | +18.1% |
| All | +18.7% | -10.1% | +28.9% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling