+28.9%
VCIT vs DPZ
+123.5%
-94.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | -0.1% |
| 7D | +0.1% | +6.6% | -6.5% | -0.1% |
| 30D | +1.9% | +10.3% | -8.4% | +1.6% |
| 3M | -1.4% | -6.2% | +4.7% | -1.3% |
| 6M | -2.1% | +4.2% | -6.4% | -2.4% |
| YTD | -1.6% | -18.4% | +16.8% | -1.1% |
| 1Y | -0.9% | -14.9% | +14.0% | -0.5% |
| 3Y | +20.0% | -4.6% | +24.6% | +19.6% |
| 5Y | +3.1% | -27.4% | +30.5% | +3.1% |
| All | +28.9% | +123.5% | -94.6% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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