+3.2%
SLB vs VCIT
+19.1%
-15.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | -0.3% | +1.2% | +1.0% |
| 30D | +15.8% | -0.8% | +16.6% | +16.3% |
| 3M | -0.3% | -1.0% | +0.7% | +0.2% |
| 6M | +21.3% | -1.8% | +23.2% | +22.5% |
| YTD | +52.3% | -0.7% | +53.0% | +52.9% |
| 1Y | +63.6% | +1.0% | +62.6% | +63.0% |
| All | +3.2% | +19.1% | -15.9% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling