+98.0%
VCIT vs TRI
+434.3%
-336.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +0.1% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | -0.8% | +7.9% | -8.6% | -1.0% |
| 3M | -1.0% | +24.1% | -25.1% | -1.7% |
| 6M | -1.8% | +3.8% | -5.7% | -2.1% |
| YTD | -0.7% | -16.9% | +16.2% | -0.3% |
| 1Y | +1.0% | -38.4% | +39.4% | +2.4% |
| 3Y | +18.8% | -12.2% | +31.1% | +19.0% |
| 5Y | +3.5% | -1.8% | +5.3% | +3.1% |
| 10Y | +29.2% | +207.6% | -178.4% | +29.8% |
| All | +98.0% | +434.3% | -336.3% | +103.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling