+629.6%
DIA vs VCIT
+98.3%
+531.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | -0.3% | +0.2% | -0.1% |
| 30D | -1.5% | -0.8% | -0.8% | -1.2% |
| 3M | +3.8% | -1.0% | +4.8% | +4.2% |
| 6M | +10.3% | -1.8% | +12.1% | +11.1% |
| YTD | +12.1% | -0.7% | +12.8% | +12.4% |
| 1Y | +18.6% | +1.0% | +17.7% | +18.3% |
| 3Y | +60.6% | +18.8% | +41.8% | +52.1% |
| 5Y | +64.4% | +3.5% | +60.9% | +57.8% |
| 10Y | +250.1% | +29.2% | +220.9% | +250.0% |
| All | +629.6% | +98.3% | +531.3% | +895.7% |
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