+40.8%
CVX vs VCIT
+0.2%
+40.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | -0.3% | +3.7% | +2.6% |
| 30D | +12.9% | -0.8% | +13.6% | +11.3% |
| 3M | +11.7% | -1.0% | +12.7% | +10.0% |
| 6M | +14.1% | -1.8% | +16.0% | +13.0% |
| YTD | +40.7% | -0.7% | +41.4% | +39.0% |
| All | +40.8% | +0.2% | +40.6% | +39.1% |
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 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