-48.1%
DOCS vs VCIT
-0.7%
-47.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.7% |
| 7D | -1.3% | +0.5% | -1.8% | -2.2% |
| 30D | +19.4% | +2.1% | +17.3% | +15.2% |
| 3M | +53.4% | -1.6% | +55.0% | +57.2% |
| 6M | +28.8% | -1.6% | +30.3% | +31.5% |
| YTD | -25.1% | -1.5% | -23.6% | -25.6% |
| 1Y | -48.1% | -0.4% | -47.8% | -52.1% |
| All | -48.1% | -0.7% | -47.5% | -52.1% |
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