+38.5%
DLR vs VCIT
+4.0%
+34.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.3% |
| 7D | +2.4% | +0.7% | +1.6% | +1.2% |
| 30D | +0.7% | +1.8% | -1.0% | -2.1% |
| 3M | -6.4% | -1.1% | -5.3% | -4.7% |
| 6M | -6.5% | -1.7% | -4.9% | -3.9% |
| YTD | +18.8% | -1.1% | +19.9% | +21.3% |
| 1Y | +9.0% | -0.4% | +9.4% | +10.0% |
| 3Y | +54.5% | +20.5% | +34.0% | +14.8% |
| All | +38.5% | +4.0% | +34.5% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling