+97.5%
OXY vs VCIT
+3.7%
+93.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +4.2% | -1.4% | +5.6% | +4.2% |
| 30D | -4.3% | +0.6% | -4.9% | -4.4% |
| 3M | +2.3% | -2.2% | +4.5% | +2.3% |
| 6M | +5.5% | -2.3% | +7.9% | +5.5% |
| YTD | +44.9% | -2.2% | +47.1% | +44.7% |
| 1Y | +42.6% | -1.4% | +44.0% | +42.1% |
| 3Y | +0.7% | +18.7% | -18.0% | -4.1% |
| All | +97.5% | +3.7% | +93.8% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling