+218.0%
XLE vs VCIT
+4.1%
+213.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.2% | -0.3% | +2.5% | +2.2% |
| 30D | +11.8% | -0.8% | +12.5% | +11.8% |
| 3M | +9.8% | -1.0% | +10.8% | +9.9% |
| 6M | +15.6% | -1.8% | +17.4% | +15.8% |
| YTD | +45.3% | -0.7% | +46.0% | +45.3% |
| 1Y | +48.3% | +1.0% | +47.3% | +47.8% |
| 3Y | +55.4% | +18.8% | +36.6% | +51.0% |
| All | +218.0% | +4.1% | +213.9% | +176.9% |
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