0.0%
VRT vs VCIT
-0.9%
+0.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.7% |
| 7D | -21.4% | +0.1% | -21.5% | -21.4% |
| 30D | -25.8% | +1.9% | -27.7% | -29.2% |
| 3M | -33.5% | -1.4% | -32.1% | -30.0% |
| 6M | -49.0% | -2.1% | -46.9% | -45.0% |
| YTD | +12.9% | -1.6% | +14.6% | +18.3% |
| 1Y | 0.0% | -0.9% | +0.9% | +4.7% |
| All | 0.0% | -0.9% | +0.9% | +4.7% |
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 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