+1,045.0%
WDC vs VCIT
+96.4%
+948.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -28.0% | +0.1% | -28.1% | -28.0% |
| 30D | -34.9% | +1.9% | -36.9% | -35.7% |
| 3M | -41.6% | -1.4% | -40.1% | -41.1% |
| 6M | -45.4% | -2.1% | -43.2% | -44.6% |
| YTD | +53.3% | -1.6% | +54.9% | +55.1% |
| 1Y | +61.5% | -0.9% | +62.4% | +62.9% |
| 3Y | +712.3% | +20.0% | +692.4% | +644.9% |
| 5Y | +524.2% | +3.1% | +521.1% | +491.8% |
| 10Y | +616.5% | +28.7% | +587.8% | +616.2% |
| All | +1,045.0% | +96.4% | +948.6% | +2,111.3% |
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