+3.2%
VCIT vs VSXY
+106.4%
-103.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | 0.0% |
| 7D | +0.7% | +15.2% | -14.5% | +0.5% |
| 30D | +1.8% | +37.0% | -35.2% | +1.3% |
| 3M | -1.1% | +15.2% | -16.3% | -1.4% |
| 6M | -1.7% | +136.3% | -138.0% | -3.1% |
| YTD | -1.1% | +109.6% | -110.7% | -2.5% |
| 1Y | -0.4% | +223.7% | -224.1% | -2.5% |
| 3Y | +20.5% | +516.3% | -495.8% | +15.8% |
| 5Y | +3.8% | +125.1% | -121.4% | +0.9% |
| All | +3.2% | +106.4% | -103.2% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling