+34.7%
XLC vs VCIT
+3.7%
+31.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | +3.1% | +0.5% | +2.6% | +2.6% |
| 30D | -6.5% | +2.1% | -8.6% | -8.5% |
| 3M | -5.6% | -1.6% | -4.0% | -4.0% |
| 6M | -9.2% | -1.6% | -7.6% | -7.7% |
| YTD | -10.6% | -1.5% | -9.0% | -9.1% |
| 1Y | -6.9% | -0.4% | -6.5% | -6.4% |
| 3Y | +59.9% | +19.6% | +40.3% | +32.0% |
| 5Y | +34.7% | +3.3% | +31.4% | +20.2% |
| All | +34.7% | +3.7% | +31.0% | +20.2% |
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