+3.8%
VCIT vs VRSN
+34.9%
-31.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.8% | -0.2% | -0.6% | -0.8% |
| 3M | -1.0% | -0.3% | -0.7% | -1.1% |
| 6M | -1.8% | +23.0% | -24.8% | -3.6% |
| YTD | -0.7% | +21.3% | -22.0% | -2.4% |
| 1Y | +1.0% | +6.7% | -5.7% | +0.3% |
| 3Y | +18.8% | +45.0% | -26.1% | +14.0% |
| All | +3.8% | +34.9% | -31.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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