+294.6%
VTI vs VCIT
+29.0%
+265.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +0.6% | +0.1% | +0.6% | +0.6% |
| 30D | -1.1% | -0.8% | -0.3% | -0.4% |
| 3M | +3.9% | -0.5% | +4.4% | +4.4% |
| 6M | +14.6% | -1.4% | +16.0% | +16.1% |
| YTD | +13.3% | -0.8% | +14.1% | +14.2% |
| 1Y | +19.2% | +0.3% | +18.9% | +19.0% |
| 3Y | +77.4% | +19.2% | +58.2% | +54.0% |
| 5Y | +74.0% | +3.6% | +70.4% | +65.3% |
| 10Y | +294.6% | +29.3% | +265.3% | +283.9% |
| All | +294.6% | +29.0% | +265.7% | +283.9% |
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 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