+29.3%
VCIT vs XPO
+1,450.2%
-1,420.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | +0.1% | +2.7% | -2.6% | 0.0% |
| 30D | -0.8% | -6.2% | +5.4% | -0.6% |
| 3M | -0.5% | -15.4% | +14.9% | -0.1% |
| 6M | -1.4% | +0.7% | -2.1% | -1.5% |
| YTD | -0.8% | +39.8% | -40.6% | -1.9% |
| 1Y | +0.3% | +43.3% | -43.0% | -0.9% |
| 3Y | +19.2% | +166.0% | -146.8% | +14.8% |
| 5Y | +3.6% | +274.2% | -270.6% | -2.3% |
| 10Y | +29.3% | +1,429.0% | -1,399.8% | +18.5% |
| All | +29.3% | +1,450.2% | -1,420.9% | +18.5% |
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