+98.0%
VCIT vs XRT
+518.1%
-420.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | -0.3% | +0.8% | -1.2% | -0.4% |
| 30D | -0.8% | -4.2% | +3.4% | -0.6% |
| 3M | -1.0% | +5.1% | -6.1% | -1.2% |
| 6M | -1.8% | +2.4% | -4.3% | -1.9% |
| YTD | -0.7% | +3.2% | -3.9% | -0.8% |
| 1Y | +1.0% | +1.5% | -0.5% | +0.9% |
| 3Y | +18.8% | +40.6% | -21.7% | +17.6% |
| 5Y | +3.5% | -1.0% | +4.5% | +2.4% |
| 10Y | +29.2% | +128.4% | -99.2% | +27.3% |
| All | +98.0% | +518.1% | -420.1% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling