+31.4%
VCIT vs VNQ
+83.2%
-51.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | +0.8% | +5.8% | -5.0% | +0.1% |
| 3M | -1.7% | 0.0% | -1.7% | -1.8% |
| 6M | -2.1% | +1.5% | -3.6% | -2.3% |
| YTD | -2.0% | +12.1% | -14.1% | -3.5% |
| 1Y | -1.5% | +10.6% | -12.1% | -2.8% |
| 3Y | +19.0% | +43.5% | -24.6% | +13.6% |
| 5Y | +3.8% | +6.8% | -3.1% | +1.5% |
| All | +31.4% | +83.2% | -51.8% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling