+19.7%
VCIT vs CLX
-8.8%
+28.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | +0.1% | +13.6% | -13.5% | -0.5% |
| 30D | +1.6% | +29.1% | -27.5% | +0.3% |
| 3M | -0.9% | +1.6% | -2.5% | -1.2% |
| 6M | -1.9% | +18.7% | -20.6% | -2.8% |
| YTD | -1.4% | +11.1% | -12.5% | -2.1% |
| 1Y | -0.6% | +7.0% | -7.6% | -1.2% |
| All | +19.7% | -8.8% | +28.6% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling