-0.9%
VCIT vs CLX
-3.5%
+2.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +0.1% | +13.6% | -13.5% | -0.5% |
| 30D | +1.9% | +23.4% | -21.4% | +0.9% |
| 3M | -1.4% | -2.8% | +1.4% | -1.6% |
| 6M | -2.1% | +14.0% | -16.1% | -2.9% |
| YTD | -1.6% | +4.2% | -5.8% | -2.1% |
| 1Y | -0.9% | -1.2% | +0.3% | -1.1% |
| All | -0.9% | -3.5% | +2.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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