+23.2%
XBI vs VCIT
+3.7%
+19.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +2.9% | -0.8% | +3.7% | +4.3% |
| 3M | +26.2% | -0.5% | +26.7% | +27.4% |
| 6M | +30.7% | -1.4% | +32.1% | +34.2% |
| YTD | +32.9% | -0.8% | +33.7% | +35.2% |
| 1Y | +72.3% | +0.3% | +72.0% | +72.3% |
| 3Y | +107.2% | +19.2% | +88.0% | +59.3% |
| 5Y | +23.2% | +3.6% | +19.6% | +2.4% |
| All | +23.2% | +3.7% | +19.5% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling