+96.1%
VCIT vs TRI
+469.1%
-373.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | 0.0% |
| 7D | +0.1% | -4.8% | +4.9% | +0.2% |
| 30D | +1.9% | +13.4% | -11.5% | +1.6% |
| 3M | -1.4% | +13.1% | -14.6% | -1.8% |
| 6M | -2.1% | +24.4% | -26.6% | -2.9% |
| YTD | -1.6% | -11.4% | +9.8% | -1.4% |
| 1Y | -0.9% | -15.6% | +14.7% | -0.5% |
| 3Y | +20.0% | -6.5% | +26.4% | +19.9% |
| 5Y | +3.1% | +5.3% | -2.1% | +2.5% |
| 10Y | +28.7% | +239.9% | -211.2% | +29.2% |
| All | +96.1% | +469.1% | -373.0% | +101.3% |
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