+474.5%
VRTX vs VCIT
+30.3%
+444.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | +7.4% | +1.1% | +6.3% | +6.7% |
| 3M | +4.6% | -1.4% | +5.9% | +5.5% |
| 6M | +27.5% | -2.3% | +29.8% | +29.3% |
| YTD | +20.9% | -1.8% | +22.7% | +22.3% |
| 1Y | +30.1% | -1.0% | +31.1% | +31.0% |
| 3Y | +46.6% | +19.3% | +27.4% | +35.7% |
| 5Y | +191.6% | +3.8% | +187.8% | +182.3% |
| 10Y | +474.5% | +30.6% | +444.0% | +446.4% |
| All | +474.5% | +30.3% | +444.3% | +446.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling