+304.6%
CIEN vs VCIT
+3.2%
+301.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | -24.1% | +0.1% | -24.2% | -24.2% |
| 30D | -45.5% | +1.9% | -47.4% | -46.9% |
| 3M | -39.7% | -1.4% | -38.3% | -38.6% |
| 6M | -57.8% | -2.1% | -55.7% | -56.7% |
| YTD | +4.1% | -1.6% | +5.7% | +6.6% |
| 1Y | +20.8% | -0.9% | +21.7% | +22.9% |
| 3Y | +463.1% | +20.0% | +443.2% | +369.9% |
| All | +304.6% | +3.2% | +301.3% | +271.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling