+4.1%
VCIT vs CLX
-20.8%
+24.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.2% |
| 7D | -1.4% | +9.5% | -10.9% | -1.9% |
| 30D | +0.6% | +30.7% | -30.1% | -0.9% |
| 3M | -2.2% | +4.2% | -6.5% | -2.6% |
| 6M | -2.3% | +22.1% | -24.4% | -3.5% |
| YTD | -2.2% | +14.1% | -16.3% | -3.1% |
| 1Y | -1.4% | +10.3% | -11.7% | -2.2% |
| 3Y | +18.7% | -7.8% | +26.6% | +18.5% |
| All | +4.1% | -20.8% | +24.9% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling