+569.7%
CIEN vs VCIT
+19.1%
+550.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -15.2% | -0.3% | -14.8% | -14.7% |
| 30D | -21.5% | -0.8% | -20.7% | -20.6% |
| 3M | -40.1% | -1.0% | -39.1% | -39.2% |
| 6M | -6.6% | -1.8% | -4.7% | -4.3% |
| YTD | +37.3% | -0.7% | +38.0% | +39.2% |
| 1Y | +174.5% | +1.0% | +173.6% | +174.6% |
| All | +569.7% | +19.1% | +550.6% | +515.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling