+12.7%
WBD vs VCIT
+28.6%
-15.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.8% | -0.3% | -1.5% | -1.4% |
| 30D | +8.8% | -0.8% | +9.5% | +9.7% |
| 3M | +4.6% | -1.0% | +5.6% | +5.8% |
| 6M | +1.1% | -1.8% | +2.9% | +3.2% |
| YTD | -2.0% | -0.7% | -1.3% | -1.2% |
| 1Y | +140.0% | +1.0% | +139.0% | +137.3% |
| 3Y | +144.4% | +18.8% | +125.5% | +105.8% |
| 5Y | -0.2% | +3.5% | -3.7% | -12.2% |
| All | +12.7% | +28.6% | -15.9% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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