+48.3%
XLE vs VCIT
+1.3%
+47.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.2% | -0.3% | +2.5% | +1.6% |
| 30D | +11.8% | -0.8% | +12.5% | +10.4% |
| 3M | +9.8% | -1.0% | +10.8% | +8.3% |
| 6M | +15.6% | -1.8% | +17.4% | +14.2% |
| YTD | +45.3% | -0.7% | +46.0% | +43.8% |
| 1Y | +48.3% | +1.0% | +47.3% | +49.2% |
| All | +48.3% | +1.3% | +47.0% | +49.2% |
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 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