+36.4%
OXY vs VCIT
+0.1%
+36.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +0.7% |
| 7D | -0.5% | +0.1% | -0.6% | -0.2% |
| 30D | +8.5% | -0.8% | +9.2% | +6.0% |
| 3M | +6.0% | -0.5% | +6.5% | +4.6% |
| 6M | +13.0% | -1.4% | +14.4% | +11.0% |
| YTD | +48.9% | -0.8% | +49.7% | +46.5% |
| 1Y | +36.4% | +0.3% | +36.1% | +34.5% |
| All | +36.4% | +0.1% | +36.3% | +34.5% |
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