+33.8%
DIS vs VCIT
+19.1%
+14.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | -0.3% | -2.2% | -2.3% |
| 30D | +3.5% | -0.8% | +4.3% | +4.1% |
| 3M | +6.8% | -1.0% | +7.8% | +7.7% |
| 6M | +3.0% | -1.8% | +4.8% | +4.3% |
| YTD | -6.7% | -0.7% | -6.0% | -6.1% |
| 1Y | -10.1% | +1.0% | -11.1% | -10.3% |
| All | +33.8% | +19.1% | +14.7% | +27.5% |
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