+15.4%
ORCL vs VCIT
+19.2%
-3.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.1% |
| 7D | +10.4% | -1.4% | +11.8% | +12.4% |
| 30D | -11.2% | +0.8% | -12.0% | -12.4% |
| 3M | -16.8% | -1.7% | -15.0% | -14.7% |
| 6M | -31.5% | -2.1% | -29.4% | -29.4% |
| YTD | -33.9% | -2.0% | -31.9% | -32.0% |
| 1Y | -43.3% | -1.5% | -41.8% | -41.9% |
| All | +15.4% | +19.2% | -3.9% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling