+743.6%
VLO vs VCIT
+30.2%
+713.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -6.5% | +0.7% | -7.2% | -6.6% |
| 30D | -17.8% | +1.8% | -19.6% | -18.0% |
| 3M | +19.6% | -1.1% | +20.7% | +19.8% |
| 6M | +49.3% | -1.7% | +50.9% | +49.7% |
| YTD | +122.4% | -1.1% | +123.5% | +122.6% |
| 1Y | +107.4% | -0.4% | +107.8% | +107.2% |
| 3Y | +223.1% | +20.5% | +202.6% | +204.9% |
| 5Y | +432.2% | +3.8% | +428.5% | +437.1% |
| 10Y | +743.6% | +31.2% | +712.4% | +871.7% |
| All | +743.6% | +30.2% | +713.4% | +871.7% |
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 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