+569.8%
DELL vs VCIT
+3.7%
+566.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.2% | -7.0% | -7.1% |
| 7D | +4.9% | -1.4% | +6.3% | +6.0% |
| 30D | -32.1% | +0.6% | -32.6% | -32.5% |
| 3M | -30.2% | -2.2% | -28.0% | -29.0% |
| 6M | +41.7% | -2.3% | +44.0% | +44.3% |
| YTD | +176.6% | -2.2% | +178.8% | +181.6% |
| 1Y | +159.9% | -1.4% | +161.3% | +163.4% |
| 3Y | +388.0% | +18.7% | +369.2% | +339.1% |
| All | +569.8% | +3.7% | +566.1% | +463.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling