-3.7%
XLC vs VCIT
-0.8%
-2.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +3.5% | -0.5% | +4.0% | +4.1% |
| 30D | -2.6% | +1.5% | -4.0% | -4.5% |
| 3M | -2.1% | -1.0% | -1.1% | -0.5% |
| 6M | -5.5% | -1.7% | -3.8% | -2.8% |
| YTD | -6.9% | -1.4% | -5.6% | -5.7% |
| 1Y | -3.7% | -0.9% | -2.8% | -3.3% |
| All | -3.7% | -0.8% | -2.9% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling