+1,188.7%
CIEN vs VCIT
+30.2%
+1,158.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.6% |
| 7D | -5.3% | +0.7% | -6.0% | -5.9% |
| 30D | -40.1% | +1.8% | -41.9% | -41.1% |
| 3M | -34.7% | -1.1% | -33.6% | -34.1% |
| 6M | -50.9% | -1.7% | -49.2% | -50.2% |
| YTD | +15.2% | -1.1% | +16.3% | +16.5% |
| 1Y | +35.2% | -0.4% | +35.5% | +36.1% |
| 3Y | +522.6% | +20.5% | +502.1% | +455.4% |
| 5Y | +344.2% | +3.8% | +340.5% | +312.5% |
| 10Y | +1,188.7% | +31.2% | +1,157.4% | +1,242.6% |
| All | +1,188.7% | +30.2% | +1,158.4% | +1,242.6% |
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