-52.3%
DOCS vs VCIT
+3.8%
-56.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +5.3% |
| 7D | +1.2% | +0.4% | +0.8% | +0.5% |
| 30D | +21.3% | +2.2% | +19.1% | +16.8% |
| 3M | +58.4% | -1.8% | +60.2% | +64.0% |
| 6M | +39.3% | -1.6% | +40.9% | +43.7% |
| YTD | -21.7% | -1.7% | -20.0% | -19.2% |
| 1Y | -47.3% | -0.8% | -46.5% | -46.5% |
| 3Y | +58.2% | +19.3% | +38.9% | +12.6% |
| 5Y | -52.3% | +3.5% | -55.8% | -57.9% |
| All | -52.3% | +3.8% | -56.1% | -57.9% |
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