+31.4%
VCIT vs XRT
+135.4%
-104.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.6% |
| 7D | -1.4% | -0.4% | -1.0% | -1.4% |
| 30D | +0.8% | +7.5% | -6.7% | +0.4% |
| 3M | -1.7% | +2.3% | -4.1% | -1.9% |
| 6M | -2.1% | +12.8% | -14.9% | -2.8% |
| YTD | -2.0% | +7.1% | -9.1% | -2.5% |
| 1Y | -1.5% | +12.3% | -13.7% | -2.2% |
| 3Y | +19.0% | +57.0% | -38.0% | +15.9% |
| 5Y | +3.8% | -4.3% | +8.1% | +2.2% |
| All | +31.4% | +135.4% | -104.0% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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