+60.1%
DOCN vs VCIT
+4.1%
+56.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | -0.3% | +1.5% | +1.9% |
| 30D | -9.6% | -0.8% | -8.9% | -8.2% |
| 3M | -37.7% | -1.0% | -36.7% | -36.4% |
| 6M | +115.2% | -1.8% | +117.1% | +123.9% |
| YTD | +133.7% | -0.7% | +134.4% | +137.1% |
| 1Y | +250.2% | +1.0% | +249.2% | +242.8% |
| 3Y | +320.3% | +18.8% | +301.4% | +187.1% |
| All | +60.1% | +4.1% | +56.0% | +74.9% |
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