+30.6%
ORCL vs VCIT
+3.2%
+27.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -11.2% | +0.1% | -11.3% | -11.2% |
| 30D | -18.8% | +1.9% | -20.7% | -20.4% |
| 3M | -18.8% | -1.4% | -17.3% | -17.5% |
| 6M | -39.7% | -2.1% | -37.6% | -38.3% |
| YTD | -39.6% | -1.6% | -38.0% | -38.5% |
| 1Y | -51.7% | -0.9% | -50.8% | -51.1% |
| 3Y | +10.2% | +20.0% | -9.7% | -4.0% |
| All | +30.6% | +3.2% | +27.3% | +22.1% |
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