+3.3%
VCIT vs VO
+33.1%
-29.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.7% |
| 7D | +0.5% | -3.3% | +3.8% | +1.0% |
| 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% | -2.1% |
| YTD | -1.5% | +10.7% | -12.2% | -3.1% |
| 1Y | -0.4% | +11.8% | -12.2% | -2.1% |
| 3Y | +19.6% | +60.4% | -40.8% | +10.6% |
| 5Y | +3.3% | +33.6% | -30.3% | -4.7% |
| All | +3.3% | +33.1% | -29.9% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling