+31.2%
VCIT vs ED
+147.1%
-115.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.2% |
| 7D | -1.4% | +2.1% | -3.5% | -1.5% |
| 30D | +0.6% | +10.4% | -9.8% | 0.0% |
| 3M | -2.2% | +12.5% | -14.8% | -2.9% |
| 6M | -2.3% | +14.9% | -17.2% | -3.1% |
| YTD | -2.2% | +24.8% | -27.0% | -3.5% |
| 1Y | -1.4% | +23.8% | -25.2% | -2.6% |
| 3Y | +18.7% | +51.6% | -32.9% | +15.8% |
| 5Y | +3.6% | +86.4% | -82.8% | +0.3% |
| All | +31.2% | +147.1% | -115.9% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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