+51.8%
VG vs VCIT
-0.8%
+52.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.6% | -8.3% | -3.4% |
| 7D | -16.4% | +0.4% | -16.8% | -13.9% |
| 30D | -10.8% | +2.2% | -13.0% | +4.9% |
| 3M | -6.3% | -1.8% | -4.5% | -20.8% |
| 6M | -12.5% | -1.6% | -10.9% | -22.6% |
| YTD | +76.9% | -1.7% | +78.6% | +51.2% |
| 1Y | +51.8% | -0.8% | +52.6% | +33.7% |
| All | +51.8% | -0.8% | +52.6% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling