+28.9%
VCIT vs SPXS
-99.5%
+128.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.2% |
| 7D | +0.1% | +7.5% | -7.4% | +0.4% |
| 30D | +1.9% | +17.5% | -15.6% | +2.5% |
| 3M | -1.4% | +14.7% | -16.1% | -0.9% |
| 6M | -2.1% | -0.1% | -2.0% | -2.0% |
| YTD | -1.6% | -19.7% | +18.1% | -2.1% |
| 1Y | -0.9% | -23.6% | +22.7% | -1.5% |
| 3Y | +20.0% | -79.2% | +99.2% | +15.3% |
| 5Y | +3.1% | -81.7% | +84.9% | -0.6% |
| All | +28.9% | -99.5% | +128.4% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling