+184.1%
VRTX vs VCIT
+4.1%
+180.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -0.3% | +1.2% | +1.1% |
| 30D | +12.6% | -0.8% | +13.4% | +13.3% |
| 3M | +23.6% | -1.0% | +24.6% | +24.6% |
| 6M | +14.3% | -1.8% | +16.1% | +15.8% |
| YTD | +20.5% | -0.7% | +21.2% | +21.2% |
| 1Y | +37.6% | +1.0% | +36.6% | +36.9% |
| 3Y | +55.5% | +18.8% | +36.7% | +42.0% |
| All | +184.1% | +4.1% | +180.1% | +155.2% |
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