+774.7%
VTI vs VCIT
+96.4%
+678.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -5.0% | +1.9% | -6.9% | -5.9% |
| 3M | -4.3% | -1.4% | -2.8% | -3.6% |
| 6M | +0.6% | -2.1% | +2.7% | +1.6% |
| YTD | +8.9% | -1.6% | +10.5% | +9.8% |
| 1Y | +11.1% | -0.9% | +12.0% | +11.7% |
| 3Y | +74.5% | +20.0% | +54.5% | +62.2% |
| 5Y | +60.1% | +3.1% | +56.9% | +52.1% |
| 10Y | +297.4% | +28.7% | +268.7% | +295.7% |
| All | +774.7% | +96.4% | +678.3% | +1,119.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling