-18.6%
ORLY vs VCIT
-0.7%
-17.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -2.1% | -1.0% | -1.1% | -1.5% |
| 30D | -7.6% | -1.3% | -6.3% | -6.8% |
| 3M | -5.5% | -1.6% | -3.9% | -4.8% |
| 6M | -9.7% | -2.3% | -7.4% | -8.7% |
| YTD | -6.2% | -1.7% | -4.5% | -5.8% |
| 1Y | -18.6% | -0.7% | -17.9% | -19.5% |
| All | -18.6% | -0.7% | -17.9% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling