+3.6%
VCIT vs VNQ
+6.3%
-2.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -0.8% | -2.5% | +1.8% | -0.3% |
| 3M | -0.5% | +1.4% | -1.9% | -0.8% |
| 6M | -1.4% | +4.6% | -5.9% | -2.2% |
| YTD | -0.8% | +10.5% | -11.3% | -2.6% |
| 1Y | +0.3% | +8.4% | -8.1% | -1.2% |
| 3Y | +19.2% | +32.4% | -13.2% | +12.7% |
| 5Y | +3.6% | +5.5% | -1.9% | -0.3% |
| All | +3.6% | +6.3% | -2.7% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling