+3.6%
VCIT vs DG
-32.6%
+36.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.3% |
| 7D | +0.5% | +6.1% | -5.6% | +0.3% |
| 30D | +2.1% | +11.9% | -9.9% | +1.8% |
| 3M | -1.6% | +9.3% | -10.8% | -1.8% |
| 6M | -1.6% | +19.1% | -20.7% | -2.1% |
| YTD | -1.5% | +5.9% | -7.4% | -1.8% |
| 1Y | -0.4% | +39.8% | -40.2% | -1.4% |
| 3Y | +19.6% | +23.4% | -3.8% | +18.1% |
| All | +3.6% | -32.6% | +36.2% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling