+3.8%
VCIT vs VCLT
-17.0%
+20.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | 0.0% |
| 7D | -1.4% | -1.9% | +0.5% | -0.5% |
| 30D | +0.8% | +1.4% | -0.6% | +0.1% |
| 3M | -1.7% | -1.8% | 0.0% | -0.9% |
| 6M | -2.1% | -3.9% | +1.8% | -0.2% |
| YTD | -2.0% | -3.9% | +1.9% | -0.2% |
| 1Y | -1.5% | -4.7% | +3.3% | +0.8% |
| 3Y | +19.0% | +14.1% | +4.9% | +11.0% |
| 5Y | +3.8% | -16.6% | +20.4% | +10.1% |
| All | +3.8% | -17.0% | +20.7% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling