+28.9%
VCIT vs WAB
+287.6%
-258.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -0.2% |
| 7D | +0.1% | +1.4% | -1.3% | 0.0% |
| 30D | +1.9% | +0.4% | +1.5% | +1.9% |
| 3M | -1.4% | -3.8% | +2.4% | -1.4% |
| 6M | -2.1% | +5.1% | -7.2% | -2.3% |
| YTD | -1.6% | +33.3% | -35.0% | -2.6% |
| 1Y | -0.9% | +39.8% | -40.7% | -2.0% |
| 3Y | +20.0% | +161.1% | -141.1% | +16.3% |
| 5Y | +3.1% | +209.5% | -206.3% | -0.7% |
| All | +28.9% | +287.6% | -258.7% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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