+1,096.6%
CIEN vs VCIT
+28.8%
+1,067.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | -24.1% | +0.1% | -24.2% | -24.2% |
| 30D | -45.5% | +1.9% | -47.4% | -46.4% |
| 3M | -39.7% | -1.4% | -38.3% | -39.0% |
| 6M | -57.8% | -2.1% | -55.7% | -57.1% |
| YTD | +4.1% | -1.6% | +5.7% | +5.7% |
| 1Y | +20.8% | -0.9% | +21.7% | +22.1% |
| 3Y | +463.1% | +20.0% | +443.2% | +404.8% |
| 5Y | +302.3% | +3.1% | +299.2% | +275.0% |
| All | +1,096.6% | +28.8% | +1,067.8% | +1,142.4% |
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