+3.8%
VCIT vs VFC
-67.1%
+70.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | 0.0% |
| 7D | +0.7% | +7.7% | -7.0% | +0.5% |
| 30D | +1.8% | +39.2% | -37.4% | +0.9% |
| 3M | -1.1% | +40.3% | -41.4% | -2.1% |
| 6M | -1.7% | +11.4% | -13.0% | -2.1% |
| YTD | -1.1% | +17.5% | -18.7% | -1.8% |
| 1Y | -0.4% | +45.9% | -46.2% | -1.7% |
| 3Y | +20.5% | +47.3% | -26.9% | +17.1% |
| 5Y | +3.8% | -67.2% | +71.0% | +5.6% |
| All | +3.8% | -67.1% | +70.9% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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