+3,926.8%
VLO vs VCIT
+96.6%
+3,830.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -3.9% |
| 7D | -8.7% | +0.5% | -9.1% | -8.6% |
| 30D | -16.2% | +2.1% | -18.3% | -16.1% |
| 3M | +16.2% | -1.6% | +17.7% | +16.1% |
| 6M | +39.8% | -1.6% | +41.4% | +39.7% |
| YTD | +119.0% | -1.5% | +120.5% | +118.9% |
| 1Y | +110.8% | -0.4% | +111.2% | +110.7% |
| 3Y | +201.7% | +19.6% | +182.1% | +199.8% |
| 5Y | +426.2% | +3.3% | +422.9% | +423.5% |
| 10Y | +790.3% | +28.9% | +761.4% | +855.2% |
| All | +3,926.8% | +96.6% | +3,830.1% | +6,365.1% |
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