+866.0%
XBI vs VCIT
+96.1%
+769.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.8% | +1.1% | -0.3% | 0.0% |
| 3M | -1.9% | -1.4% | -0.5% | -0.9% |
| 6M | +15.2% | -2.3% | +17.5% | +17.3% |
| YTD | +27.3% | -1.8% | +29.1% | +29.2% |
| 1Y | +41.5% | -1.0% | +42.5% | +42.9% |
| 3Y | +133.1% | +19.3% | +113.8% | +111.7% |
| 5Y | +23.7% | +3.8% | +19.9% | +14.2% |
| 10Y | +139.0% | +30.6% | +108.4% | +140.8% |
| All | +866.0% | +96.1% | +769.9% | +1,329.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling