+31.4%
VCIT vs WWD
+442.7%
-411.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | -1.4% | +8.2% | -9.5% | -1.7% |
| 30D | +0.8% | -0.2% | +1.0% | +0.8% |
| 3M | -1.7% | -8.4% | +6.7% | -1.5% |
| 6M | -2.1% | -9.5% | +7.4% | -1.8% |
| YTD | -2.0% | +10.1% | -12.1% | -2.6% |
| 1Y | -1.5% | +21.6% | -23.0% | -2.4% |
| 3Y | +19.0% | +149.6% | -130.6% | +14.5% |
| 5Y | +3.8% | +191.3% | -187.5% | -1.2% |
| All | +31.4% | +442.7% | -411.3% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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