+30.0%
VCIT vs UUUU
+527.5%
-497.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | +0.1% | +2.8% | -2.7% | +0.1% |
| 30D | -0.8% | +3.4% | -4.2% | -0.8% |
| 3M | -0.5% | -3.9% | +3.4% | -0.5% |
| 6M | -1.4% | -23.2% | +21.8% | -1.3% |
| YTD | -0.8% | +0.6% | -1.3% | -1.0% |
| 1Y | +0.3% | +22.9% | -22.6% | -0.2% |
| 3Y | +19.2% | +98.6% | -79.4% | +17.8% |
| 5Y | +3.6% | +130.2% | -126.7% | +2.0% |
| All | +30.0% | +527.5% | -497.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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