+31.2%
VCIT vs DRI
+331.7%
-300.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -1.4% | +1.1% | -2.5% | -1.5% |
| 30D | +0.6% | +9.7% | -9.1% | +0.2% |
| 3M | -2.2% | +3.2% | -5.4% | -2.4% |
| 6M | -2.3% | +20.6% | -22.9% | -3.0% |
| YTD | -2.2% | +28.3% | -30.4% | -3.2% |
| 1Y | -1.4% | +34.5% | -35.9% | -2.6% |
| 3Y | +18.7% | +66.5% | -47.8% | +16.1% |
| 5Y | +3.6% | +79.6% | -76.1% | +0.7% |
| All | +31.2% | +331.7% | -300.5% | +23.4% |
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