+20.1%
VCIT vs ED
+48.1%
-27.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.2% |
| 7D | +0.5% | +5.2% | -4.7% | +0.1% |
| 30D | +2.1% | +15.5% | -13.4% | +1.0% |
| 3M | -1.6% | +13.0% | -14.6% | -2.5% |
| 6M | -1.6% | +13.1% | -14.7% | -2.5% |
| YTD | -1.5% | +25.3% | -26.8% | -3.4% |
| 1Y | -0.4% | +30.5% | -30.9% | -2.6% |
| All | +20.1% | +48.1% | -27.9% | +14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling