-92.0%
OPEN vs VCIT
+3.7%
-95.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -10.6% |
| 7D | -5.8% | +0.5% | -6.2% | -7.5% |
| 30D | -21.1% | +2.1% | -23.2% | -27.5% |
| 3M | -52.4% | -1.6% | -50.8% | -48.5% |
| 6M | -65.8% | -1.6% | -64.2% | -62.5% |
| YTD | -69.3% | -1.5% | -67.8% | -66.4% |
| 1Y | -75.2% | -0.4% | -74.9% | -74.1% |
| 3Y | -14.4% | +19.6% | -33.9% | -54.2% |
| 5Y | -92.0% | +3.3% | -95.2% | -94.3% |
| All | -92.0% | +3.7% | -95.7% | -94.3% |
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