+3.3%
VCIT vs IWD
+70.2%
-67.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.7% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | +2.1% | +2.6% | -0.6% | +1.6% |
| 3M | -1.6% | +1.2% | -2.8% | -1.8% |
| 6M | -1.6% | +12.1% | -13.7% | -3.5% |
| YTD | -1.5% | +24.1% | -25.7% | -5.0% |
| 1Y | -0.4% | +28.5% | -28.9% | -4.5% |
| 3Y | +19.6% | +79.5% | -59.9% | +7.7% |
| 5Y | +3.3% | +70.3% | -67.0% | -7.5% |
| All | +3.3% | +70.2% | -67.0% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling