+28.9%
VCIT vs XRT
+149.4%
-120.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +1.9% | +7.9% | -6.0% | +1.5% |
| 3M | -1.4% | -0.2% | -1.3% | -1.5% |
| 6M | -2.1% | +5.6% | -7.7% | -2.5% |
| YTD | -1.6% | +5.7% | -7.3% | -2.0% |
| 1Y | -0.9% | +14.6% | -15.5% | -1.7% |
| 3Y | +20.0% | +50.7% | -30.7% | +17.1% |
| 5Y | +3.1% | -4.8% | +8.0% | +1.6% |
| All | +28.9% | +149.4% | -120.5% | +22.5% |
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