+1,261.7%
CIEN vs VCIT
+30.9%
+1,230.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +8.7% | -0.5% | +9.2% | +9.1% |
| 30D | -26.9% | +1.5% | -28.4% | -27.9% |
| 3M | -23.6% | -1.0% | -22.7% | -23.1% |
| 6M | -49.1% | -1.7% | -47.4% | -48.4% |
| YTD | +26.6% | -1.4% | +27.9% | +28.2% |
| 1Y | +42.7% | -0.9% | +43.7% | +44.2% |
| 3Y | +570.8% | +19.8% | +551.0% | +500.0% |
| 5Y | +386.4% | +4.6% | +381.8% | +351.1% |
| 10Y | +1,261.7% | +31.5% | +1,230.2% | +1,328.3% |
| All | +1,261.7% | +30.9% | +1,230.8% | +1,328.3% |
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 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