+91.4%
ORCL vs VCIT
+4.1%
+87.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | -0.3% | +5.6% | +5.6% |
| 30D | +10.0% | -0.8% | +10.7% | +10.8% |
| 3M | -32.6% | -1.0% | -31.6% | -31.9% |
| 6M | +4.9% | -1.8% | +6.8% | +6.9% |
| YTD | -17.8% | -0.7% | -17.1% | -17.0% |
| 1Y | -28.0% | +1.0% | -29.0% | -28.3% |
| 3Y | +36.0% | +18.8% | +17.2% | +19.5% |
| All | +91.4% | +4.1% | +87.4% | +77.2% |
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