+3.8%
VCIT vs DAR
-11.0%
+14.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | -0.3% | +1.4% | -1.7% | -0.4% |
| 30D | -0.8% | +12.8% | -13.5% | -1.0% |
| 3M | -1.0% | +7.4% | -8.4% | -1.2% |
| 6M | -1.8% | +22.3% | -24.1% | -2.3% |
| YTD | -0.7% | +81.1% | -81.8% | -1.9% |
| 1Y | +1.0% | +106.5% | -105.5% | -0.6% |
| 3Y | +18.8% | +5.3% | +13.6% | +18.3% |
| All | +3.8% | -11.0% | +14.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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