-51.4%
VG vs VCIT
+7.7%
-59.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -3.3% |
| 7D | -22.0% | +0.5% | -22.5% | -20.9% |
| 30D | -14.7% | +2.1% | -16.8% | -8.6% |
| 3M | -7.1% | -1.6% | -5.5% | -11.4% |
| 6M | -11.2% | -1.6% | -9.6% | -14.2% |
| YTD | +69.8% | -1.5% | +71.3% | +64.1% |
| 1Y | +49.9% | -0.4% | +50.2% | +43.8% |
| All | -51.4% | +7.7% | -59.1% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling