+31.4%
VCIT vs UUUU
+377.1%
-345.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.7% |
| 7D | -1.4% | +1.4% | -2.8% | -1.4% |
| 30D | +0.8% | -27.9% | +28.7% | +1.1% |
| 3M | -1.7% | -53.8% | +52.1% | -1.1% |
| 6M | -2.1% | -68.1% | +66.0% | -1.2% |
| YTD | -2.0% | -54.1% | +52.0% | -1.6% |
| 1Y | -1.5% | -57.8% | +56.3% | -1.0% |
| 3Y | +19.0% | -15.4% | +34.4% | +18.4% |
| 5Y | +3.8% | -39.2% | +43.0% | +3.1% |
| All | +31.4% | +377.1% | -345.7% | +28.4% |
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