+41.5%
VCIT vs TRU
+238.0%
-196.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.3% |
| 7D | -0.3% | -6.8% | +6.4% | 0.0% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | -1.0% | +13.3% | -14.3% | -1.7% |
| 6M | -1.8% | +3.4% | -5.3% | -2.2% |
| YTD | -0.7% | -6.4% | +5.7% | -0.7% |
| 1Y | +1.0% | -9.7% | +10.7% | +1.1% |
| 3Y | +18.8% | +0.1% | +18.7% | +17.3% |
| 5Y | +3.5% | -34.0% | +37.5% | +3.0% |
| 10Y | +29.2% | +147.9% | -118.7% | +26.1% |
| All | +41.5% | +238.0% | -196.5% | +38.7% |
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 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