+8.6%
VRT vs VCIT
-0.8%
+9.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -2.0% |
| 7D | -17.7% | +0.1% | -17.8% | -18.0% |
| 30D | -20.0% | +1.6% | -21.6% | -23.5% |
| 3M | -28.1% | -0.9% | -27.2% | -25.7% |
| 6M | -42.8% | -1.9% | -41.0% | -39.0% |
| YTD | +20.0% | -1.4% | +21.3% | +23.9% |
| All | +8.6% | -0.8% | +9.4% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling