+3.1%
VCIT vs OSCR
+92.3%
-89.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | -0.1% |
| 7D | -0.2% | +4.7% | -4.9% | -0.3% |
| 30D | -0.5% | +14.8% | -15.3% | -0.7% |
| 3M | -0.9% | +16.7% | -17.6% | -1.2% |
| 6M | -1.9% | +127.5% | -129.4% | -3.2% |
| YTD | -1.0% | +121.0% | -122.0% | -2.2% |
| 1Y | +0.2% | +58.4% | -58.2% | -0.7% |
| 3Y | +19.0% | +392.4% | -373.4% | +14.6% |
| 5Y | +3.1% | +80.5% | -77.4% | -0.5% |
| All | +3.1% | +92.3% | -89.2% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling