+28.8%
VCIT vs DPZ
+153.4%
-124.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | 0.0% |
| 7D | -0.3% | -2.5% | +2.2% | -0.3% |
| 30D | -0.8% | -7.0% | +6.2% | -0.5% |
| 3M | -1.0% | +11.6% | -12.6% | -1.4% |
| 6M | -1.8% | -15.2% | +13.3% | -1.4% |
| YTD | -0.7% | -17.2% | +16.6% | -0.2% |
| 1Y | +1.0% | -24.8% | +25.8% | +1.8% |
| 3Y | +18.8% | -8.7% | +27.5% | +18.7% |
| 5Y | +3.5% | -28.9% | +32.4% | +3.5% |
| All | +28.8% | +153.4% | -124.6% | +25.3% |
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