+98.0%
VCIT vs DRI
+1,197.6%
-1,099.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | -0.8% | +3.8% | -4.6% | -0.9% |
| 3M | -1.0% | +13.0% | -14.0% | -1.3% |
| 6M | -1.8% | +8.3% | -10.2% | -2.1% |
| YTD | -0.7% | +20.6% | -21.3% | -1.2% |
| 1Y | +1.0% | +6.5% | -5.5% | +0.7% |
| 3Y | +18.8% | +53.7% | -34.9% | +17.4% |
| 5Y | +3.5% | +72.7% | -69.2% | +1.8% |
| 10Y | +29.2% | +363.2% | -333.9% | +25.0% |
| All | +98.0% | +1,197.6% | -1,099.6% | +98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling