+1,928.6%
WDC vs VCIT
+98.3%
+1,830.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | -0.3% | +2.1% | +2.0% |
| 30D | -10.0% | -0.8% | -9.2% | -9.5% |
| 3M | -18.8% | -1.0% | -17.7% | -18.2% |
| 6M | +79.0% | -1.8% | +80.9% | +81.3% |
| YTD | +171.6% | -0.7% | +172.3% | +173.3% |
| 1Y | +417.4% | +1.0% | +416.4% | +416.2% |
| 3Y | +1,251.8% | +18.8% | +1,232.9% | +1,144.1% |
| 5Y | +911.7% | +3.5% | +908.2% | +855.5% |
| 10Y | +1,399.6% | +29.2% | +1,370.4% | +1,382.5% |
| All | +1,928.6% | +98.3% | +1,830.3% | +3,796.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling