+313.8%
DIS vs VCIT
+98.3%
+215.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | -0.3% | -2.2% | -2.4% |
| 30D | +3.5% | -0.8% | +4.3% | +3.9% |
| 3M | +6.8% | -1.0% | +7.8% | +7.4% |
| 6M | +3.0% | -1.8% | +4.8% | +4.0% |
| YTD | -6.7% | -0.7% | -6.0% | -6.3% |
| 1Y | -10.1% | +1.0% | -11.1% | -10.4% |
| 3Y | +33.0% | +18.8% | +14.2% | +22.6% |
| 5Y | -40.0% | +3.5% | -43.5% | -43.3% |
| 10Y | +21.1% | +29.2% | -8.2% | +17.5% |
| All | +313.8% | +98.3% | +215.6% | +487.6% |
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