-0.8%
VCIT vs IWD
+33.0%
-33.9%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.1% |
| 7D | +0.4% | +2.5% | -2.1% | -0.1% |
| 30D | +2.2% | +6.0% | -3.8% | +0.9% |
| 3M | -1.8% | +3.8% | -5.6% | -2.6% |
| 6M | -1.6% | +16.3% | -18.0% | -4.6% |
| YTD | -1.7% | +27.5% | -29.2% | -6.3% |
| 1Y | -0.8% | +32.8% | -33.6% | -5.9% |
| All | -0.8% | +33.0% | -33.9% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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