+96.1%
VCIT vs VRSN
+1,602.4%
-1,506.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +1.9% | +4.9% | -3.0% | +1.8% |
| 3M | -1.4% | +5.8% | -7.3% | -1.6% |
| 6M | -2.1% | +12.6% | -14.7% | -2.4% |
| YTD | -1.6% | +28.2% | -29.9% | -2.3% |
| 1Y | -0.9% | +30.4% | -31.3% | -1.6% |
| 3Y | +20.0% | +54.6% | -34.6% | +18.6% |
| 5Y | +3.1% | +35.1% | -31.9% | +1.8% |
| 10Y | +28.7% | +294.0% | -265.2% | +29.4% |
| All | +96.1% | +1,602.4% | -1,506.3% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling