+27.9%
VTV vs VCIT
-0.8%
+28.6%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +0.8% |
| 7D | +1.8% | +0.4% | +1.3% | +1.3% |
| 30D | +6.0% | +2.2% | +3.8% | +3.4% |
| 3M | +3.7% | -1.8% | +5.5% | +5.9% |
| 6M | +13.9% | -1.6% | +15.6% | +16.2% |
| YTD | +22.8% | -1.7% | +24.5% | +25.1% |
| 1Y | +27.9% | -0.8% | +28.7% | +28.5% |
| All | +27.9% | -0.8% | +28.6% | +28.5% |
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