+184.6%
VRTX vs VCIT
+3.2%
+181.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +8.2% | +1.9% | +6.3% | +6.7% |
| 3M | +13.0% | -1.4% | +14.5% | +14.3% |
| 6M | +27.9% | -2.1% | +30.1% | +30.1% |
| YTD | +20.7% | -1.6% | +22.3% | +22.3% |
| 1Y | +31.4% | -0.9% | +32.3% | +32.6% |
| 3Y | +41.8% | +20.0% | +21.8% | +28.9% |
| All | +184.6% | +3.2% | +181.4% | +166.3% |
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