+34.4%
ORLY vs VCIT
+18.9%
+15.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -8.2% | -0.8% | -7.4% | -7.8% |
| 3M | -3.5% | -0.5% | -3.0% | -3.3% |
| 6M | -9.2% | -1.4% | -7.8% | -8.6% |
| YTD | -5.8% | -0.8% | -5.0% | -5.5% |
| 1Y | -19.3% | +0.3% | -19.6% | -19.4% |
| 3Y | +34.4% | +19.2% | +15.2% | +23.3% |
| All | +34.4% | +18.9% | +15.5% | +23.3% |
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 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