+28.8%
VCIT vs DG
+109.0%
-80.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | -0.3% | +8.4% | -8.7% | -0.5% |
| 30D | -0.8% | +4.9% | -5.7% | -0.9% |
| 3M | -1.0% | +29.3% | -30.3% | -1.6% |
| 6M | -1.8% | -11.3% | +9.4% | -1.7% |
| YTD | -0.7% | +1.8% | -2.5% | -0.8% |
| 1Y | +1.0% | +25.3% | -24.4% | +0.4% |
| 3Y | +18.8% | +9.1% | +9.8% | +18.0% |
| 5Y | +3.5% | -34.9% | +38.4% | +3.9% |
| All | +28.8% | +109.0% | -80.2% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 10y: compounded portfolio wealth divided by compounded DG 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…
10y analysis · Full analysis span regression · 6 months rolling