+20.1%
VCIT vs VO
+60.4%
-40.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.7% |
| 7D | +0.5% | -3.3% | +3.8% | +0.9% |
| 30D | +2.1% | -1.8% | +3.9% | +2.3% |
| 3M | -1.6% | -3.4% | +1.8% | -1.1% |
| 6M | -1.6% | +3.0% | -4.6% | -2.0% |
| YTD | -1.5% | +10.7% | -12.2% | -2.9% |
| 1Y | -0.4% | +11.8% | -12.2% | -1.9% |
| All | +20.1% | +60.4% | -40.3% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling