+20.0%
VCIT vs URA
+36.0%
-16.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -0.2% |
| 7D | +0.1% | -4.1% | +4.2% | +0.2% |
| 30D | +1.9% | -19.0% | +20.9% | +2.4% |
| 3M | -1.4% | -25.1% | +23.7% | -0.8% |
| 6M | -2.1% | -44.5% | +42.4% | -1.0% |
| YTD | -1.6% | -24.3% | +22.7% | -1.1% |
| 1Y | -0.9% | -28.1% | +27.2% | -0.3% |
| 3Y | +20.0% | +40.7% | -20.7% | +20.4% |
| All | +20.0% | +36.0% | -16.0% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling