+494.6%
VRTX vs VCIT
+30.9%
+463.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | -0.5% | +0.1% | -0.1% |
| 30D | +7.9% | +1.5% | +6.4% | +7.0% |
| 3M | +3.3% | -1.0% | +4.2% | +3.9% |
| 6M | +25.7% | -1.7% | +27.4% | +27.0% |
| YTD | +20.7% | -1.4% | +22.0% | +21.7% |
| 1Y | +27.4% | -0.9% | +28.4% | +28.3% |
| 3Y | +46.4% | +19.8% | +26.6% | +35.2% |
| 5Y | +194.3% | +4.6% | +189.7% | +183.8% |
| 10Y | +494.6% | +31.5% | +463.1% | +471.8% |
| All | +494.6% | +30.9% | +463.7% | +471.8% |
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