-1.0%
VCIT vs VYM
+19.0%
-20.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +1.1% | +3.0% | -1.8% | +0.5% |
| 3M | -1.4% | -1.0% | -0.3% | -1.2% |
| 6M | -2.3% | +6.4% | -8.7% | -3.6% |
| YTD | -1.8% | +15.9% | -17.7% | -4.7% |
| 1Y | -1.0% | +18.7% | -19.7% | -4.3% |
| All | -1.0% | +19.0% | -20.0% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling