+30.9%
VCIT vs WCC
+453.1%
-422.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.1% |
| 7D | -0.5% | +3.3% | -3.8% | -0.6% |
| 30D | +1.0% | -9.4% | +10.5% | +1.2% |
| 3M | -1.4% | -10.5% | +9.1% | -1.2% |
| 6M | -2.1% | -10.4% | +8.3% | -2.0% |
| YTD | -1.8% | +34.4% | -36.2% | -2.9% |
| 1Y | -1.4% | +27.7% | -29.0% | -2.3% |
| 3Y | +19.3% | +137.9% | -118.7% | +15.4% |
| 5Y | +4.1% | +147.0% | -142.9% | +0.1% |
| 10Y | +30.9% | +442.5% | -411.5% | +17.1% |
| All | +30.9% | +453.1% | -422.2% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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