+78.5%
VTV vs VCIT
+19.0%
+59.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.9% | -1.4% | +4.3% | +4.2% |
| 30D | +3.8% | +0.6% | +3.2% | +3.3% |
| 3M | +1.6% | -2.2% | +3.8% | +3.5% |
| 6M | +11.2% | -2.3% | +13.5% | +13.4% |
| YTD | +22.0% | -2.2% | +24.2% | +24.3% |
| 1Y | +24.9% | -1.4% | +26.2% | +26.4% |
| 3Y | +78.5% | +18.7% | +59.7% | +62.6% |
| All | +78.5% | +19.0% | +59.4% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling