+30.6%
VCIT vs WY
+6.0%
+24.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.1% |
| 7D | +0.1% | +3.1% | -3.0% | -0.1% |
| 30D | +1.9% | +13.0% | -11.1% | +1.1% |
| 3M | -1.4% | -16.8% | +15.4% | -0.4% |
| 6M | -2.1% | -11.2% | +9.0% | -1.6% |
| YTD | -1.6% | -9.1% | +7.4% | -1.3% |
| 1Y | -0.9% | -4.8% | +3.8% | -0.9% |
| 3Y | +20.0% | -25.3% | +45.2% | +21.4% |
| 5Y | +3.1% | -33.2% | +36.3% | +4.6% |
| All | +30.6% | +6.0% | +24.6% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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