+96.3%
VCIT vs DPZ
+5,578.9%
-5,482.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +0.5% | +9.5% | -9.0% | +0.3% |
| 30D | +2.1% | +12.8% | -10.7% | +1.9% |
| 3M | -1.6% | -6.2% | +4.7% | -1.5% |
| 6M | -1.6% | +4.3% | -5.8% | -1.7% |
| YTD | -1.5% | -16.6% | +15.1% | -1.3% |
| 1Y | -0.4% | -12.8% | +12.5% | -0.2% |
| 3Y | +19.6% | -0.8% | +20.4% | +19.4% |
| 5Y | +3.3% | -25.8% | +29.1% | +3.1% |
| 10Y | +28.9% | +130.9% | -102.0% | +29.1% |
| All | +96.3% | +5,578.9% | -5,482.6% | +105.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling