+13.1%
VCIT vs VIK
+239.9%
-226.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.6% |
| 7D | -1.4% | +3.2% | -4.5% | -1.5% |
| 30D | +0.8% | +8.2% | -7.4% | +0.5% |
| 3M | -1.7% | -14.7% | +13.0% | -1.3% |
| 6M | -2.1% | +10.3% | -12.3% | -2.5% |
| YTD | -2.0% | +24.5% | -26.5% | -2.9% |
| 1Y | -1.5% | +45.7% | -47.2% | -2.7% |
| All | +13.1% | +239.9% | -226.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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