+31.2%
VCIT vs WU
-38.9%
+70.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.2% |
| 7D | -1.4% | -2.0% | +0.6% | -1.4% |
| 30D | +0.6% | +11.4% | -10.8% | +0.2% |
| 3M | -2.2% | -6.8% | +4.6% | -2.0% |
| 6M | -2.3% | -14.6% | +12.3% | -2.0% |
| YTD | -2.2% | -20.6% | +18.5% | -1.7% |
| 1Y | -1.4% | -15.4% | +14.0% | -1.1% |
| 3Y | +18.7% | -23.6% | +42.4% | +19.3% |
| 5Y | +3.6% | -43.4% | +47.0% | +4.6% |
| All | +31.2% | -38.9% | +70.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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