+827.8%
VOO vs VCIT
+78.9%
+748.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | -0.3% | +0.5% | +0.3% |
| 30D | +0.1% | -0.8% | +0.8% | +0.5% |
| 3M | +2.0% | -1.0% | +3.0% | +2.6% |
| 6M | +13.0% | -1.8% | +14.9% | +14.2% |
| YTD | +13.6% | -0.7% | +14.3% | +14.1% |
| 1Y | +20.1% | +1.0% | +19.1% | +19.6% |
| 3Y | +77.6% | +18.8% | +58.7% | +63.9% |
| 5Y | +82.4% | +3.5% | +79.0% | +73.2% |
| 10Y | +316.8% | +29.2% | +287.6% | +303.9% |
| All | +827.8% | +78.9% | +748.9% | +909.0% |
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