+1,184.7%
CIEN vs VCIT
+30.3%
+1,154.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.5% |
| 7D | -9.3% | +0.1% | -9.4% | -9.5% |
| 30D | -39.5% | +1.1% | -40.6% | -40.2% |
| 3M | -29.8% | -1.4% | -28.5% | -29.1% |
| 6M | -50.4% | -2.3% | -48.0% | -49.4% |
| YTD | +16.3% | -1.8% | +18.1% | +18.3% |
| 1Y | +30.4% | -1.0% | +31.4% | +31.9% |
| 3Y | +516.6% | +19.3% | +497.3% | +453.9% |
| 5Y | +349.8% | +3.8% | +346.0% | +319.1% |
| 10Y | +1,184.7% | +30.6% | +1,154.1% | +1,248.9% |
| All | +1,184.7% | +30.3% | +1,154.4% | +1,248.9% |
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 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