+40.1%
VCIT vs TRU
+243.5%
-203.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | +0.1% | +5.7% | -5.6% | -0.2% |
| 30D | +1.9% | +29.2% | -27.3% | +0.6% |
| 3M | -1.4% | +2.7% | -4.1% | -1.7% |
| 6M | -2.1% | +15.2% | -17.3% | -3.0% |
| YTD | -1.6% | -4.9% | +3.2% | -1.8% |
| 1Y | -0.9% | +3.4% | -4.3% | -1.5% |
| 3Y | +20.0% | +63.2% | -43.2% | +15.6% |
| 5Y | +3.1% | -26.6% | +29.7% | +2.2% |
| 10Y | +28.7% | +172.8% | -144.1% | +25.5% |
| All | +40.1% | +243.5% | -203.4% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling