-1.5%
VCIT vs ED
+24.2%
-25.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -1.4% | -1.7% | +0.3% | -1.3% |
| 30D | +0.8% | +10.7% | -9.9% | +0.6% |
| 3M | -1.7% | +11.6% | -13.4% | -2.0% |
| 6M | -2.1% | +13.5% | -15.6% | -2.3% |
| YTD | -2.0% | +23.1% | -25.2% | -2.1% |
| 1Y | -1.5% | +23.1% | -24.5% | -1.4% |
| All | -1.5% | +24.2% | -25.6% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling