+604.3%
DIA vs VCIT
+96.6%
+507.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.6% |
| 7D | -1.6% | +0.5% | -2.1% | -1.8% |
| 30D | 0.0% | +2.1% | -2.1% | -0.8% |
| 3M | -4.9% | -1.6% | -3.4% | -4.4% |
| 6M | +5.0% | -1.6% | +6.6% | +5.7% |
| YTD | +8.2% | -1.5% | +9.7% | +8.9% |
| 1Y | +10.3% | -0.4% | +10.7% | +10.5% |
| 3Y | +58.4% | +19.6% | +38.8% | +49.8% |
| 5Y | +54.3% | +3.3% | +51.1% | +48.4% |
| 10Y | +248.6% | +28.9% | +219.7% | +250.5% |
| All | +604.3% | +96.6% | +507.7% | +864.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling