+3,872.0%
VLO vs VCIT
+96.4%
+3,775.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.2% | -1.4% |
| 7D | -13.3% | +0.1% | -13.4% | -13.3% |
| 30D | -18.3% | +1.9% | -20.2% | -18.2% |
| 3M | +14.3% | -1.4% | +15.8% | +14.3% |
| 6M | +47.6% | -2.1% | +49.8% | +47.6% |
| YTD | +116.0% | -1.6% | +117.6% | +115.9% |
| 1Y | +101.0% | -0.9% | +101.9% | +100.9% |
| 3Y | +199.0% | +20.0% | +179.0% | +197.1% |
| 5Y | +419.0% | +3.1% | +415.9% | +416.4% |
| 10Y | +778.2% | +28.7% | +749.5% | +842.1% |
| All | +3,872.0% | +96.4% | +3,775.6% | +6,276.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling