+30.6%
VCIT vs XPO
+1,421.2%
-1,390.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.2% | -0.1% |
| 7D | +0.7% | -1.9% | +2.7% | +0.8% |
| 30D | +1.8% | +2.5% | -0.7% | +1.7% |
| 3M | -1.6% | -7.2% | +5.6% | -1.4% |
| 6M | -2.1% | -8.1% | +6.0% | -2.0% |
| YTD | -1.6% | +38.3% | -39.9% | -2.7% |
| 1Y | -0.8% | +33.6% | -34.4% | -1.8% |
| 3Y | +19.9% | +133.1% | -113.1% | +16.0% |
| 5Y | +3.3% | +308.9% | -305.6% | -2.8% |
| 10Y | +30.6% | +1,371.8% | -1,341.1% | +22.4% |
| All | +30.6% | +1,421.2% | -1,390.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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