+28.6%
VCIT vs WY
+7.6%
+21.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -1.2% | -4.2% | +3.0% | -0.9% |
| 30D | -1.6% | -10.1% | +8.5% | -1.0% |
| 3M | -2.3% | -8.5% | +6.2% | -1.9% |
| 6M | -1.9% | -3.3% | +1.4% | -1.8% |
| YTD | -1.8% | -4.4% | +2.6% | -1.7% |
| 1Y | -1.2% | -11.5% | +10.3% | -0.6% |
| 3Y | +18.1% | -24.3% | +42.4% | +19.4% |
| 5Y | +2.3% | -21.3% | +23.6% | +3.0% |
| All | +28.6% | +7.6% | +21.0% | +27.2% |
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