+852.9%
DE vs VCIT
+29.0%
+823.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +9.6% | -0.8% | +10.4% | +10.1% |
| 3M | +19.0% | -0.5% | +19.5% | +19.3% |
| 6M | +16.1% | -1.4% | +17.4% | +17.0% |
| YTD | +47.0% | -0.8% | +47.8% | +47.7% |
| 1Y | +43.1% | +0.3% | +42.8% | +43.0% |
| 3Y | +77.5% | +19.2% | +58.3% | +62.2% |
| 5Y | +96.4% | +3.6% | +92.8% | +91.5% |
| 10Y | +852.9% | +29.3% | +823.6% | +890.6% |
| All | +852.9% | +29.0% | +823.9% | +890.6% |
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 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