+20.1%
VCIT vs DRI
+68.1%
-48.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.3% |
| 7D | +0.5% | +3.7% | -3.3% | +0.3% |
| 30D | +2.1% | +13.5% | -11.4% | +1.7% |
| 3M | -1.6% | +10.4% | -12.0% | -1.9% |
| 6M | -1.6% | +19.5% | -21.1% | -2.2% |
| YTD | -1.5% | +28.2% | -29.7% | -2.4% |
| 1Y | -0.4% | +31.0% | -31.4% | -1.3% |
| All | +20.1% | +68.1% | -48.0% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling