+28.9%
VCIT vs DRI
+367.2%
-338.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +0.1% | +2.8% | -2.7% | 0.0% |
| 30D | +1.9% | +13.3% | -11.3% | +1.5% |
| 3M | -1.4% | +8.2% | -9.6% | -1.8% |
| 6M | -2.1% | +17.5% | -19.7% | -2.8% |
| YTD | -1.6% | +26.9% | -28.5% | -2.6% |
| 1Y | -0.9% | +31.6% | -32.5% | -2.0% |
| 3Y | +20.0% | +67.0% | -47.0% | +17.3% |
| 5Y | +3.1% | +72.9% | -69.8% | +0.4% |
| All | +28.9% | +367.2% | -338.2% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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