+17.4%
XBI vs VCIT
+3.2%
+14.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | +1.3% | +1.9% | -0.6% | -1.9% |
| 3M | -1.5% | -1.4% | 0.0% | +1.0% |
| 6M | +10.7% | -2.1% | +12.8% | +15.0% |
| YTD | +25.0% | -1.6% | +26.6% | +29.0% |
| 1Y | +39.9% | -0.9% | +40.8% | +42.8% |
| 3Y | +119.2% | +20.0% | +99.2% | +66.2% |
| All | +17.4% | +3.2% | +14.1% | +0.7% |
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