+30.8%
VCIT vs DBX
+20.1%
+10.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | 0.0% |
| 7D | -0.3% | -2.4% | +2.1% | -0.3% |
| 30D | -0.8% | -0.5% | -0.3% | -0.8% |
| 3M | -1.0% | +28.1% | -29.1% | -1.6% |
| 6M | -1.8% | +33.1% | -34.9% | -2.6% |
| YTD | -0.7% | +25.3% | -26.0% | -1.3% |
| 1Y | +1.0% | +18.3% | -17.4% | +0.4% |
| 3Y | +18.8% | +25.0% | -6.2% | +17.7% |
| 5Y | +3.5% | +7.5% | -4.1% | +2.1% |
| All | +30.8% | +20.1% | +10.7% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 all: compounded portfolio wealth divided by compounded DBX 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…
all analysis · Full analysis span regression · 6 months rolling