+1,146.8%
CIEN vs VCIT
+31.0%
+1,115.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.4% |
| 7D | +15.3% | -1.4% | +16.7% | +16.6% |
| 30D | -22.0% | +0.6% | -22.6% | -22.5% |
| 3M | -36.6% | -2.2% | -34.4% | -35.6% |
| 6M | -51.5% | -2.3% | -49.1% | -50.6% |
| YTD | +20.0% | -2.2% | +22.1% | +22.3% |
| 1Y | +44.5% | -1.4% | +45.8% | +46.5% |
| 3Y | +539.0% | +18.7% | +520.3% | +474.7% |
| 5Y | +356.8% | +3.6% | +353.2% | +326.8% |
| All | +1,146.8% | +31.0% | +1,115.8% | +1,206.0% |
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