+716.4%
VGT vs VCIT
+29.7%
+686.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -1.6% | +0.7% | -2.4% | -2.4% |
| 30D | -12.5% | +1.8% | -14.3% | -14.1% |
| 3M | -7.7% | -1.6% | -6.1% | -6.2% |
| 6M | -0.2% | -2.1% | +1.9% | +2.1% |
| YTD | +19.3% | -1.6% | +20.8% | +21.4% |
| 1Y | +18.2% | -0.8% | +19.0% | +19.4% |
| 3Y | +109.6% | +19.9% | +89.7% | +75.0% |
| 5Y | +105.5% | +3.3% | +102.2% | +93.9% |
| 10Y | +716.4% | +30.6% | +685.7% | +670.9% |
| All | +716.4% | +29.7% | +686.7% | +670.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling