+29.7%
VCIT vs VTRS
-48.4%
+78.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | -0.2% | -3.5% | +3.3% | -0.1% |
| 30D | -0.5% | +2.1% | -2.6% | -0.6% |
| 3M | -0.9% | +2.6% | -3.5% | -1.0% |
| 6M | -1.9% | +17.8% | -19.7% | -2.3% |
| YTD | -1.0% | +35.7% | -36.6% | -1.6% |
| 1Y | +0.2% | +63.5% | -63.3% | -0.7% |
| 3Y | +19.0% | +85.1% | -66.1% | +17.4% |
| 5Y | +3.1% | +42.5% | -39.4% | +1.7% |
| All | +29.7% | -48.4% | +78.1% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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