+10.1%
VT vs VCIT
-0.7%
+10.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.4% |
| 7D | -4.2% | +0.5% | -4.6% | -4.9% |
| 30D | -5.8% | +2.1% | -7.9% | -9.2% |
| 3M | -5.2% | -1.6% | -3.7% | -1.9% |
| 6M | +0.1% | -1.6% | +1.7% | +3.7% |
| YTD | +8.2% | -1.5% | +9.7% | +11.5% |
| 1Y | +10.1% | -0.4% | +10.5% | +11.9% |
| All | +10.1% | -0.7% | +10.8% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling