-2.6%
EXPE vs VCIT
-0.8%
-1.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.2% |
| 7D | -13.3% | +0.7% | -14.1% | -14.9% |
| 30D | -5.5% | +1.8% | -7.3% | -9.5% |
| 3M | -16.5% | -1.6% | -14.9% | -13.9% |
| 6M | +13.1% | -2.1% | +15.2% | +17.4% |
| YTD | -8.0% | -1.6% | -6.4% | -8.8% |
| All | -2.6% | -0.8% | -1.8% | -6.3% |
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 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