+48.2%
XEL vs VCIT
+19.6%
+28.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.9% | -0.3% | -0.6% | -0.6% |
| 30D | -1.9% | -0.8% | -1.2% | -1.2% |
| 3M | -1.9% | -1.0% | -0.9% | -1.0% |
| 6M | -7.4% | -1.8% | -5.6% | -5.9% |
| YTD | +4.1% | -0.7% | +4.8% | +4.7% |
| 1Y | +8.1% | +1.0% | +7.1% | +7.1% |
| All | +48.2% | +19.6% | +28.6% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling