+920.5%
XBI vs VCIT
+98.3%
+822.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | +7.1% | -0.8% | +7.8% | +7.7% |
| 3M | +22.9% | -1.0% | +23.9% | +23.9% |
| 6M | +29.7% | -1.8% | +31.5% | +31.6% |
| YTD | +34.5% | -0.7% | +35.2% | +35.4% |
| 1Y | +76.1% | +1.0% | +75.1% | +75.4% |
| 3Y | +103.2% | +18.8% | +84.3% | +84.4% |
| 5Y | +22.8% | +3.5% | +19.4% | +12.6% |
| 10Y | +176.3% | +29.2% | +147.1% | +172.8% |
| All | +920.5% | +98.3% | +822.2% | +1,397.6% |
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