+477.0%
CIEN vs VCIT
+4.1%
+473.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -15.2% | -0.3% | -14.8% | -14.8% |
| 30D | -21.5% | -0.8% | -20.7% | -20.7% |
| 3M | -40.1% | -1.0% | -39.1% | -39.2% |
| 6M | -6.6% | -1.8% | -4.7% | -4.1% |
| YTD | +37.3% | -0.7% | +38.0% | +39.1% |
| 1Y | +174.5% | +1.0% | +173.6% | +173.6% |
| 3Y | +562.3% | +18.8% | +543.4% | +458.8% |
| All | +477.0% | +4.1% | +473.0% | +432.6% |
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 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