+31.2%
VCIT vs TRU
+172.9%
-141.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.1% |
| 7D | +0.7% | +4.9% | -4.2% | +0.5% |
| 30D | +1.8% | +26.9% | -25.1% | +0.4% |
| 3M | -1.1% | +4.0% | -5.1% | -1.5% |
| 6M | -1.7% | +15.8% | -17.5% | -2.7% |
| YTD | -1.1% | -2.6% | +1.5% | -1.4% |
| 1Y | -0.4% | +3.9% | -4.2% | -1.0% |
| 3Y | +20.5% | +59.2% | -38.7% | +15.6% |
| 5Y | +3.8% | -25.7% | +29.4% | +2.8% |
| 10Y | +31.2% | +179.3% | -148.1% | +26.7% |
| All | +31.2% | +172.9% | -141.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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