+535.7%
ON vs VCIT
+30.3%
+505.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.8% |
| 7D | -4.1% | +0.1% | -4.2% | -4.4% |
| 30D | -10.2% | +1.1% | -11.3% | -12.0% |
| 3M | -12.7% | -1.4% | -11.4% | -10.9% |
| 6M | -32.5% | -2.3% | -30.2% | -29.8% |
| YTD | +28.6% | -1.8% | +30.4% | +32.9% |
| 1Y | +43.4% | -1.0% | +44.4% | +46.4% |
| 3Y | +3.3% | +19.3% | -15.9% | -22.5% |
| 5Y | +22.5% | +3.8% | +18.7% | +14.9% |
| 10Y | +535.7% | +30.6% | +505.1% | +544.0% |
| All | +535.7% | +30.3% | +505.4% | +544.0% |
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