+31.4%
VCIT vs TRU
+182.8%
-151.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -1.4% | -2.2% | +0.8% | -1.3% |
| 30D | +0.8% | +20.2% | -19.4% | -0.3% |
| 3M | -1.7% | +2.2% | -4.0% | -2.0% |
| 6M | -2.1% | +17.6% | -19.7% | -3.2% |
| YTD | -2.0% | -5.0% | +2.9% | -2.2% |
| 1Y | -1.5% | -1.0% | -0.5% | -1.9% |
| 3Y | +19.0% | +56.5% | -37.5% | +14.2% |
| 5Y | +3.8% | -26.2% | +30.0% | +2.8% |
| All | +31.4% | +182.8% | -151.3% | +27.2% |
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