+89.6%
DE vs VCIT
+19.0%
+70.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.6% |
| 7D | +0.3% | -1.4% | +1.7% | +1.6% |
| 30D | +3.6% | +0.6% | +3.0% | +3.1% |
| 3M | +10.2% | -2.2% | +12.5% | +12.5% |
| 6M | +16.6% | -2.3% | +18.9% | +19.1% |
| YTD | +45.8% | -2.2% | +48.0% | +48.9% |
| 1Y | +43.9% | -1.4% | +45.3% | +45.8% |
| 3Y | +89.6% | +18.7% | +70.9% | +66.4% |
| All | +89.6% | +19.0% | +70.6% | +66.4% |
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 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