+21.6%
VCIT vs VLTO
+54.8%
-33.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.1% | +5.4% | -5.3% | -0.1% |
| 30D | +1.9% | +22.3% | -20.4% | +0.9% |
| 3M | -1.4% | +19.6% | -21.1% | -2.3% |
| 6M | -2.1% | +35.2% | -37.3% | -3.6% |
| YTD | -1.6% | +17.9% | -19.5% | -2.5% |
| 1Y | -0.9% | +19.5% | -20.4% | -1.8% |
| 3Y | +20.0% | +73.9% | -53.9% | +18.3% |
| All | +21.6% | +54.8% | -33.3% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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