+516.0%
ON vs VCIT
+29.7%
+486.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.1% |
| 7D | -1.4% | +0.7% | -2.2% | -2.7% |
| 30D | -10.9% | +1.8% | -12.7% | -13.6% |
| 3M | -14.9% | -1.6% | -13.3% | -12.7% |
| 6M | -33.0% | -2.1% | -30.9% | -30.6% |
| YTD | +27.6% | -1.6% | +29.2% | +31.4% |
| 1Y | +44.5% | -0.8% | +45.3% | +47.0% |
| 3Y | +7.4% | +19.9% | -12.5% | -20.2% |
| 5Y | +18.7% | +3.3% | +15.4% | +12.3% |
| 10Y | +516.0% | +30.6% | +485.3% | +521.4% |
| All | +516.0% | +29.7% | +486.3% | +521.4% |
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