+3.5%
VCIT vs VO
+32.6%
-29.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.1% | -2.6% | +2.7% | +0.5% |
| 30D | +1.9% | -0.9% | +2.9% | +2.0% |
| 3M | -1.4% | -3.0% | +1.6% | -1.0% |
| 6M | -2.1% | +2.2% | -4.3% | -2.5% |
| YTD | -1.6% | +10.6% | -12.2% | -3.2% |
| 1Y | -0.9% | +12.5% | -13.4% | -2.7% |
| 3Y | +20.0% | +61.4% | -41.4% | +10.9% |
| All | +3.5% | +32.6% | -29.2% | -4.4% |
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