+20.0%
ON vs VCIT
+3.7%
+16.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.5% | -3.3% |
| 7D | +12.2% | -1.4% | +13.7% | +14.9% |
| 30D | -3.1% | +0.6% | -3.7% | -4.3% |
| 3M | -12.9% | -2.2% | -10.6% | -9.7% |
| 6M | -38.6% | -2.3% | -36.3% | -36.1% |
| YTD | +31.2% | -2.2% | +33.4% | +36.5% |
| 1Y | +47.6% | -1.4% | +49.0% | +51.6% |
| 3Y | +6.6% | +18.7% | -12.1% | -19.1% |
| All | +20.0% | +3.7% | +16.3% | +0.5% |
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