-0.3%
DOCS vs VCIT
-2.0%
+1.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.7% |
| 7D | -1.4% | -0.3% | -1.1% | -0.6% |
| 30D | +21.8% | -0.8% | +22.6% | +24.0% |
| 3M | +27.3% | -1.0% | +28.3% | +30.0% |
| 6M | -0.3% | -1.8% | +1.5% | +2.7% |
| All | -0.3% | -2.0% | +1.6% | +2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling