+19.8%
VCIT vs OSCR
+354.8%
-335.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | 0.0% |
| 7D | -0.5% | -8.8% | +8.3% | -0.4% |
| 30D | +1.5% | -5.6% | +7.1% | +1.5% |
| 3M | -1.0% | +14.8% | -15.8% | -1.1% |
| 6M | -1.7% | +46.0% | -47.6% | -2.1% |
| YTD | -1.4% | +123.5% | -124.8% | -2.3% |
| 1Y | -0.9% | +116.2% | -117.2% | -1.9% |
| All | +19.8% | +354.8% | -335.1% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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