+4.6%
VCIT vs DG
-32.2%
+36.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.5% | -3.0% | +2.5% | -0.4% |
| 30D | +1.5% | +8.6% | -7.1% | +1.2% |
| 3M | -1.0% | +15.0% | -16.0% | -1.4% |
| 6M | -1.7% | +32.7% | -34.3% | -2.4% |
| YTD | -1.4% | +5.5% | -6.9% | -1.6% |
| 1Y | -0.9% | +34.6% | -35.5% | -1.8% |
| 3Y | +19.8% | +24.2% | -4.4% | +18.3% |
| 5Y | +4.6% | -32.3% | +36.9% | +5.4% |
| All | +4.6% | -32.2% | +36.8% | +5.4% |
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