+346.3%
VRT vs VCIT
+19.8%
+326.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.2% | -14.2% | -14.2% |
| 7D | -28.1% | +0.5% | -28.6% | -28.4% |
| 30D | -30.2% | +2.1% | -32.3% | -31.4% |
| 3M | -36.4% | -1.6% | -34.8% | -35.4% |
| 6M | -48.2% | -1.6% | -46.6% | -47.4% |
| YTD | +9.2% | -1.5% | +10.7% | +10.8% |
| 1Y | -7.2% | -0.4% | -6.9% | -6.2% |
| All | +346.3% | +19.8% | +326.5% | +308.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling