+905.2%
VRT vs VCIT
+4.1%
+901.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | -0.3% | +9.5% | +9.7% |
| 30D | +0.9% | -0.8% | +1.7% | +2.0% |
| 3M | -13.4% | -1.0% | -12.4% | -12.1% |
| 6M | +11.7% | -1.8% | +13.5% | +15.0% |
| YTD | +73.2% | -0.7% | +73.9% | +75.5% |
| 1Y | +123.4% | +1.0% | +122.4% | +121.2% |
| 3Y | +606.2% | +18.8% | +587.3% | +436.5% |
| All | +905.2% | +4.1% | +901.2% | +863.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling