+379.7%
VRT vs VCIT
+19.0%
+360.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +10.5% | -1.4% | +11.9% | +11.5% |
| 30D | -9.3% | +0.6% | -9.9% | -10.0% |
| 3M | -29.6% | -2.2% | -27.4% | -28.4% |
| 6M | -45.4% | -2.3% | -43.0% | -44.4% |
| YTD | +24.8% | -2.2% | +27.0% | +27.0% |
| 1Y | +23.6% | -1.4% | +25.0% | +25.4% |
| 3Y | +379.7% | +18.7% | +360.9% | +364.1% |
| All | +379.7% | +19.0% | +360.6% | +364.1% |
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 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