+754.3%
VLO vs VCIT
+30.4%
+724.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -0.4% | -0.5% | 0.0% | -0.4% |
| 30D | -16.6% | +1.0% | -17.6% | -16.7% |
| 3M | +12.3% | -1.4% | +13.7% | +12.5% |
| 6M | +47.8% | -2.1% | +49.9% | +48.4% |
| YTD | +126.7% | -1.8% | +128.5% | +127.2% |
| 1Y | +105.4% | -1.4% | +106.7% | +105.5% |
| 3Y | +222.0% | +19.3% | +202.7% | +204.5% |
| 5Y | +449.8% | +4.1% | +445.7% | +451.5% |
| 10Y | +754.3% | +30.9% | +723.4% | +875.6% |
| All | +754.3% | +30.4% | +724.0% | +875.6% |
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