+595.8%
WDC vs VCIT
+3.3%
+592.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.5% |
| 7D | -16.7% | +0.1% | -16.8% | -16.9% |
| 30D | -27.2% | +1.1% | -28.3% | -28.3% |
| 3M | -34.0% | -1.4% | -32.6% | -33.1% |
| 6M | -39.7% | -2.3% | -37.4% | -38.0% |
| YTD | +68.1% | -1.8% | +69.9% | +72.2% |
| 1Y | +66.3% | -1.0% | +67.3% | +69.1% |
| 3Y | +754.4% | +19.3% | +735.2% | +621.9% |
| 5Y | +595.8% | +3.8% | +592.0% | +444.8% |
| All | +595.8% | +3.3% | +592.5% | +444.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling