+29.7%
ON vs VCIT
-0.9%
+30.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.8% |
| 7D | -11.7% | +0.1% | -11.8% | -11.9% |
| 30D | -23.3% | +1.9% | -25.2% | -27.1% |
| 3M | -19.2% | -1.4% | -17.7% | -14.6% |
| 6M | -40.1% | -2.1% | -38.0% | -35.5% |
| YTD | +16.9% | -1.6% | +18.6% | +23.6% |
| 1Y | +29.7% | -0.9% | +30.6% | +31.0% |
| All | +29.7% | -0.9% | +30.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling