+6.8%
DIS vs VCIT
-0.7%
+7.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.9% |
| 7D | +5.7% | +0.5% | +5.2% | +4.8% |
| 30D | +12.7% | +2.1% | +10.6% | +8.6% |
| 3M | +15.2% | -1.6% | +16.8% | +18.8% |
| 6M | +17.6% | -1.6% | +19.1% | +21.2% |
| YTD | +3.8% | -1.5% | +5.3% | +6.6% |
| 1Y | +6.8% | -0.4% | +7.2% | +6.3% |
| All | +6.8% | -0.7% | +7.4% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling