+19.3%
VCIT vs WAB
+175.0%
-155.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | +0.1% | +4.0% | -3.9% | 0.0% |
| 30D | +1.1% | +6.3% | -5.2% | +0.9% |
| 3M | -1.4% | +3.3% | -4.6% | -1.5% |
| 6M | -2.3% | +14.5% | -16.8% | -2.9% |
| YTD | -1.8% | +42.7% | -44.5% | -3.2% |
| 1Y | -1.0% | +45.2% | -46.2% | -2.5% |
| 3Y | +19.3% | +173.8% | -154.5% | +10.2% |
| All | +19.3% | +175.0% | -155.8% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling