+188.3%
VRTX vs VCIT
+3.2%
+185.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -0.4% | +0.7% | -1.1% | -1.0% |
| 30D | +8.0% | +1.8% | +6.2% | +6.6% |
| 3M | +11.0% | -1.6% | +12.6% | +12.4% |
| 6M | +28.2% | -2.1% | +30.3% | +30.3% |
| YTD | +21.5% | -1.6% | +23.1% | +23.1% |
| 1Y | +34.5% | -0.8% | +35.3% | +35.6% |
| 3Y | +49.5% | +19.9% | +29.5% | +35.8% |
| 5Y | +188.3% | +3.3% | +185.0% | +170.7% |
| All | +188.3% | +3.2% | +185.1% | +170.7% |
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