+3.5%
VCIT vs VIG
+59.0%
-55.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.1% | -1.8% | +1.9% | +0.4% |
| 30D | +1.9% | +2.7% | -0.8% | +1.4% |
| 3M | -1.4% | 0.0% | -1.4% | -1.5% |
| 6M | -2.1% | +6.8% | -8.9% | -3.3% |
| YTD | -1.6% | +12.1% | -13.7% | -3.7% |
| 1Y | -0.9% | +14.8% | -15.7% | -3.4% |
| 3Y | +20.0% | +62.4% | -42.4% | +9.2% |
| All | +3.5% | +59.0% | -55.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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